156756
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Got a letter from IRS asking about withholding tax paid on line 64, Form 1040. Do I send the orig docs or copies? it's $.50 off, prob due to rounding.

My documents are a 1099 from Social Sec and a 1099R from Edward Jones. Letter isn't clear to me what I am to send. And I don't want to send the wrong things.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Got a letter from IRS asking about withholding tax paid on line 64, Form 1040. Do I send the orig docs or copies? it's $.50 off, prob due to rounding.

Copies will be fine.

View solution in original post

3 Replies

Got a letter from IRS asking about withholding tax paid on line 64, Form 1040. Do I send the orig docs or copies? it's $.50 off, prob due to rounding.

Does the letter really say to send documents because it is *fifty cents* off???   The IRS approves rounding.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Got a letter from IRS asking about withholding tax paid on line 64, Form 1040. Do I send the orig docs or copies? it's $.50 off, prob due to rounding.

No, I just assumed that was the problem because the figure they mention that requires "more information" is just $.50 off of the info on the two 1099s it represents: a 1099 from SS and a 1099 R from the broker.

Got a letter from IRS asking about withholding tax paid on line 64, Form 1040. Do I send the orig docs or copies? it's $.50 off, prob due to rounding.

Copies will be fine.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question