401(k) Forms 1099-R / 1096

Geek Out!


Correcting Form Failures

If you fail to file a correct information return by the due date and you cannot show reasonable cause, you may be subject to a penalty.

The penalty applies if you fail to:

The penalty also applies if you:

Penalty Amounts

The amount of the penalty is based on when you file the correct information return.

The penalty is as follows: