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Level 4
March 1, 2026
Question

OPM 1099-R FORMS

  • March 1, 2026
  • 1 reply
  • 6 views

Does anyone have a solution when the client is older, retired before you had to go online, so there is no email address linked to the account, or just do not have a computer or cell phone?

Has anyone used the Form 4852?

Some clients received them in the mail (about 5% or less).  

Calling OPM is a waste of time as they hang up "too many calls".  I've called the US Senator's offices and was told go online.

Help???  Please!

1 reply

Kathi_at_Intuit
Moderator
March 2, 2026

Hi @Postdot Nice to see you in the Community and thanks for posting. You may want to try the OPM website  Submit a help request option. They would likely be the best resource to assist you with this.

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