- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Statement of Benefits on Retirement Income
I have had the same request from the IRS. Holding up my 2022 tax return.
They want :
1) Copies of at least 3 pay statements or check stubs
2) A notice on company letterhead from your employer
3) A statement of benefits from retirement income
I have W-2's from the employer. why the pay stubs? (I'll send them but wtf?)
What would the notice on company letterhead be? (Notice of what?)
Most importantly, what is a statement of benefits? I have the 1099R (I thought they automatically received that). Is that what they want or something else?
Is there another statement of benefits they want.?
Thanks for any help!
Topics:
‎July 23, 2023
6:57 AM