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Level 2
September 2, 2021
Question

IRS is requesting “missing documents” and signatures

  • September 2, 2021
  • 25 replies
  • 107 views

I filed TurboTax online and my return was accepted by the IRS May 2021, but I just received a copy of my 1040 from the IRS with a green paper that had several missing items checked. I think they are sending this to me based on the first payment I mailed to them, but I want to make sure they are not needing information they should have received from TurboTax. I mailed a check along with the payment coupon I received with my downloaded documents when I filed. Why are they requesting additional forms and evidence/proof of the numbers on my 1040, as well as a hand written signature?

 

UPDATE: Thank you to anyone who attempted to help... I've concluded that I'm not going to get an answer to this question here, and will need to keep trying to get through to someone at the IRS for confirmation that my 2020 Tax Filing is indeed complete in their system (as it shows online), and they did apply my payments to the 2020 tax I owe (as shown in their system online), and get more clarification for what they are asking for on the green form they mailed me, or if that was a misunderstanding/mistake.

    25 replies

    Level 8
    September 2, 2021

    If you tell us what forms were missing, we can tell you if TurboTax should have sent them.

    Level 2
    April 11, 2026

    Can you help me ? 

    I filed my taxes on April 3rd. 

    I'm afraid they didn't process it yet because of the fact that my one employer w2 was spelling my name wrong and address i had to get it fixed. I didn't file my taxes and was dodo didn't need to have a w2c to file because only my address was wrong now. I'm hoping this doesn't mess it up. They added a c to my name and had my address number opposite 878 787 . 

     

    Hopefully wasn't done on purpose.

    Level 15
    April 11, 2026

    No concern for you at all. If you were notified your return was accepted then the IRS will process it as usual (and the state).  The IRS checking system looks at the first four letters of the last name and the social security number for identification. If those were incorrect, your return would have rejected. Since that didn't happen, you are relieved of any concern.

     

    @Anomie 

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Critter-3
    Level 15
    September 2, 2021

    Why ?   Because they can at any time request any supporting documents at any time for any reason.  But did you actually  mail in the 1040 form and not just the 1040V ?  And also efile the return and got a confirmation that the return was accepted for processing ?    If you did they are confused so send the requested information as directed  ASAP. 

    SavinaAuthor
    Level 2
    September 2, 2021

    I e-filed online with TurboTax and verified today online that my return was filed and accepted by the IRS (according to TurboTax) in May. When I filed I requested a payment plan and received 4 payment vouchers to print with my documents to have for my records.

    I just logged into my account on the IRS site and they never received my payment plan request, so they think I’m just not paying. There was a threatening notice to pay immediately so I set up a payment plan directly with them.

    I don’t understand where the vouchers came from if that wasn’t actually relayed to the IRS, and feel that TurboTax should not be giving those out if they are not valid. TurboTax should be advising people to go to the IRS website to set up an online account and request a payment plan.

    VolvoGirl
    Level 15
    September 2, 2021

    No.  The 4 vouchers are 1040ES estimated payments.  They are not for your tax due but are ESTIMATED payments for NEXT year so you don't end up owing too much again.  They are optional to pay and the IRS won't be expecting them.  They didn't get sent with your return.

    Mike9241
    Level 15
    Level 15
    September 2, 2021

    there are no forms 1 or 3 for the 2020 1040. Therefore, it is nothing that has to do with the Turbotax e-filing.

     

     

     

    Mike9241
    VolvoGirl
    Level 15
    September 2, 2021

    But there is a Schedule 1 and 3.

    SavinaAuthor
    Level 2
    September 2, 2021

    It said “schedule or form ____” with the numbers written in. So what is schedule 1 and 3 and would these have been provided by TurboTax?

    SavinaAuthor
    Level 2
    September 2, 2021

    UPDATE: Thank you to anyone who attempted to help... I've concluded that I'm not going to get an answer to this question here, and will need to keep trying to get through to someone at the IRS for confirmation that my 2020 Tax Filing is indeed complete in their system (as it shows online), and they did apply my payments to the 2020 tax I owe (as shown in their system online), and get more clarification for what they are asking for on the green form they mailed me, or if that was a misunderstanding/mistake.

    fanfare
    Level 15
    September 2, 2021

    "they did apply my payments to the 2020 tax I owe (as shown in their system online), "

     

    If your online IRS account shows everything in order there is no issue there.

    If IRS still needs paperwork and you do not reply to the request for documents,

    they will send you a second letter in a couple of months.