Turbotax Deluxe failed to submit my 1099-R forms to the IRS for year 2024

[slc22]

The IRS is withholding my 2024 refund because Turbotax did submit my Pension form 1099-R.

I have used Turbotax Deluxe online for more than 10 years. I have never manually attached any PDF forms to my tax returns.  I always use the Turbotax function to fill in the form information and the IRS receives a copy of the 1099 forms with no problem.

In 2025, I filed tax return for 2024 taxes on Turbotax is the same way. However, I received IRS form CP05A indicating that my Pension and Annuities 1099-R forms were missing.  All other income forms were received (SSA, Int, DIV).

The Turbotax function that handles attaching forms failed and needs review.

[Mike9241]

You can not attach PDFs to any version of TurboTax. Nor are the tax forms you received or PDFs thereof needed or required when e-filing. What the IRS seems to be saying is that the info for that 1099-R was not included in your e-filed return. If it was a TurboTax glitch, you can file a claim for reimbursement of any penalties and/or interest 

When you enter data in the TurboTax app (or any other tax app) that's a simulation of a tax form or worksheet, so you have a visual reference and info on what to enter. In actuality, the only things that exist on the section of the TurboTax disk drive for your account are the alphanumeric data that you enter. 

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[slc22]

In addition to the income$ amounts, I input the names, addresses, and other account information for each of the payees into the TurboTax Deluxe Online app. My expectation is that this information is transmitted by TurboTax to the IRS as part of my tax return.  TurboTax failed to submit the payer information which is the sole reason that the IRS withheld my refund. I am seeking a refund for TurboTax's failure to submit all of the payee information that I provided.  Thank you for your service this issue.

[DoninGA]

@slc22 If you entered the Form 1099-R is the correct location in TurboTax, that information is included with your e-filed tax return.  Just like if you entered a W-2, that information is included with the e-filed tax return.

What exactly is the IRS complaining about in the letter you received?

I have been E-filing a Form 1099-R for the last twenty years with TurboTax, no IRS issues whatsoever.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button