scald
New Member

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!