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Thinks s/he gets paid by the post
I'm dealing with an ongoing issue where a former employer issued me a 1099 claiming they distributed funds from my 401K in 2020. It was an attempt to correct a plan error regarding an excess contribution. I believe the 1099 was in error. I have had some limited communication with the company in an attempt to get them to correct it but at this point they have refused to respond to any further communication from me. I do have an email from their attorney stating they will issue a revised 1099R but that was over a month ago and they've gone silent on me since that email.
So now I'm attempting to go through the process to dispute the 1099R with the IRS. In reviewing form 4852 it instructs me to call the IRS for assistance. However, when I call I'm either greeted with a generic message saying they can't answer my call at this time due to high call volumes, or I get to an automated attendant which never gives me the option to speak to anyone.
Does anyone have any suggestions on how to actually get a live person at the IRS to begin the dispute process? Alternately, could I just fill in form 4852 and submit it with my tax returns? The form says to wait until the IRS sends the form to me but if I can't get anyone to answer the phone I'm not sure how to accomplish that.
Thanks for any suggestions!
So now I'm attempting to go through the process to dispute the 1099R with the IRS. In reviewing form 4852 it instructs me to call the IRS for assistance. However, when I call I'm either greeted with a generic message saying they can't answer my call at this time due to high call volumes, or I get to an automated attendant which never gives me the option to speak to anyone.
Does anyone have any suggestions on how to actually get a live person at the IRS to begin the dispute process? Alternately, could I just fill in form 4852 and submit it with my tax returns? The form says to wait until the IRS sends the form to me but if I can't get anyone to answer the phone I'm not sure how to accomplish that.
Thanks for any suggestions!