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Get your taxes done using TurboTax
@redup No, you must mail them a copy.....(though sometimes they provide a FAX telephone number, if you know how to FAX it ). Read their instructions carefully. Sometimes they want a copy of the letter they sent you too...And make sure you keep copies of both for yourself.
Sometimes they ask for this because either:
1) They think you mistyped something abut VA withholding
or
2) They didn't get a copy themselves from the provider of that 1099-R yet.
Have seen one other post here in the forum about a 1099-R provider who did not yet send the state, whatever electronic notifications for all their 1099-R forms to the state(s) involved. Kind-of late, but it's possible.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 3, 2024
6:39 AM
1,531 Views