@ kshk1970 wrote:
Subject: TurboTax 2019 failed to deliver my forms 1099-Q and 1098-T to IRS
I did enter both forms into TurboTax Premier for Windows. I can see them the exported
2019_key_worksheets.pdf, but not in 2019_ Filing.pdf.
IRS just sent me a notice that I owe more tax because it thinks I took the money from a 529 plan but didn't use it for tuition. I understand it should think that if it didn't see these forms.
Where do I call or write to get Intuit help me resolve this?
When you enter the 1099-Q and 1098-T into TurboTax, TurboTax prepares the Form 1099-Q worksheet, the Form 1099-Q Summary worksheet, Form 1098-T worksheet, Student Information Worksheet, etc. Those worksheets may be included in your worksheets PDF (if all worksheets are selected), but are not sent with the return. The info flows from them to other forms that are sent with the return if the followup interview questions are answered correctly.
NOTE: I don't know what all is in the file you mentioned that you called "key worksheets." You may have to save a PDF with all the worksheets to see everything I mentioned above, such as the Student Information Worksheet. Or more easily, just go into Forms Mode, and you'll see all the forms and worksheets in the left column list of forms.
I'm a fellow user and not an expert in that category. So I am going to see if I can summon someone who is likely familiar with those 529 education savings plans to help you in this thread to figure out what is going on. He is likely going to need to ask you more questions. I'll also tell you how to speak to TurboTax Support if ultimately needed.
@ Hal_Al I believe you may be familiar with this situation re: a 529 plan and education expenses. If so, when you are next in the forum, can you please assist his user in figuring out what might have happened that is causing the IRS to send a tax bill in regards to his 2019 return? Thanks!
kshk1970:
First see if Hal_Al adds any additional info that helps you, then if you end up needing to talk to TurboTax Support, here's how you can reach them.
If you purchased Audit Defense, we can tell you how to contact the folks that handle that product for help with your IRS notice. If you did not purchase Audit Defense, you still get free help with your IRS situation through the TurboTax free Audit Support Center. To speak to TurboTax Support go to the page below and click the blue "Get Help" button, then follow the prompts to get the phone number.
Hours are currently 5AM-5PM Pacific (8AM-8PM Eastern) Monday-Friday.
https://support.turbotax.intuit.com/irs-notice/audit-support/
