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Anyone know what to do if the IRS asks for forms that TurboTax did not include when in the tax documentation?

Specifically form 5239 and Schedule H
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3 Replies

Anyone know what to do if the IRS asks for forms that TurboTax did not include when in the tax documentation?

First it is a form 5329 which is for the waiver of the 10% penalty on early distributions and would automatically be populated if you had a 1099-R with code 1 in box 7 but only if required.  https://www.irs.gov/forms-pubs/about-form-5329

 

And the Sch H is for paying the taxes on household employees ... https://www.irs.gov/forms-pubs/about-schedule-h-form-1040

 

Did you need either of those forms ?   

 

Did you mail in your return ?   If so it is possible that the data entry clerk at the IRS entered something wrong  or  is too new at the job to understand what they are doing.  Call the number on the notice and ask why they are looking for forms that are not needed.  

Anyone know what to do if the IRS asks for forms that TurboTax did not include when in the tax documentation?

@paigebeauchemin 

If IRS requests more information you have to follow the instructions in the letter,

Your refund  will be on HOLD indefinitely until you respond.

Anyone know what to do if the IRS asks for forms that TurboTax did not include when in the tax documentation?

In the old days some issues could be cleared up by telephone call.

Good luck getting through to IRS on the phone now.

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