THX for the number. Will call them.
At the very bottom of the notice it says in a small font: Internal Use Only 18F. Initial seasrch I made seems to be that another division which deals with making the returns easier to file may have got in the mix but I need to reesearch further.
THX
I haven't got a reliable answer. or a solution, to this discussion nor another discussion I started. Both issues occured the last 2 years after over 30 years using TurboTax and e-filing both Federal and State each year without issue...
Our tax returns for many years, always include the same 1099-R''s, 1099-INT's. Social Security, and monthly retirement payments. We always take the Standard Deduction. The only change is the dollar amounts of each.
My best guess is that the Oklahoma State e-file data lacks something required by the state. They require a copy of the 1099-R, 1099-INT, or others that show that witholding taxes were collected. The TurboTax Oklahoma does not have an option to give this what they require (copy of the mentioned forms). Thus I get a letter to provide them or I could be subject to an audit. 2 Years now I get this letter.
On the Fedseral TurboTax e-file the last 2 years I get a letter that the return needed further processing thus they could not direct deposit the refund. Both years I received the refund check in the mail and then a week later I get this letter from them.
Both Federal and State tax returns e-file had the exact Routing Number and Account Number I have used for 30 years and direct deposit was newver an issue until the psast 2 years and only with the Federal refund.
Bottom line my guess is that TurboTax should look into this as it seems to be e-file related and tweaking is neessary.
Thanks ... gave my best answer here for Both Discussion I initiated.
Other Discussion: https://ttlc.intuit.com/community/retirement/discussion/turbotax-premier-desktop-oklahoma-state-e-file-doesn-t-include-a-copy-of-1099-r-as-oklahoma-requires/01/3814172#M262031
