The IRS can, and does periodically, request documentation for amounts reported on your tax return; see below for some of their new initiatives. The Social Security Administration (SSA) send out Forms SSA-1099 and RRB-1099s. The 1099-R section is for pensions, IRAs, 401ks, etc. (non social-security retirement). Check your Form 1040 and see what amounts are reported on Lines 4-6, as you may need to amend your return. Social Security is taxed differently than other types of retirement income.
You can upload documents in response to an IRS notice, phone conversation or in-person visit. Don’t use this tool to file a tax return.
To upload your documents and verify your identity, you’ll need to enter:
- An access code (if provided), or the number and title of the notice or letter
- Your first and last name
- Social Security, Individual Taxpayer Identification (ITIN) or Employer Identification (EIN) number
Understanding your IRS notice or letter
IRS expands secure digital correspondence for taxpayers
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