I have been using TurboTax for many many years. I live in New York City. When I was working, I would notice a copy of my W-2 in the information compiled by TurboTax.
For many years, I have been using e-file. However, every year I get a letter from the IRS requesting verification of the information I submitted. I received a letter today. I am requested to verify what I submitted so I send them a copy of my 1099R (Office of Personnel Management). I receive a Federal Annuity. But why do I have to do this every year?
Can TurboTax prepare a copy of my 1099R and submit it to the IRS when I e-file, like you did with my W-2 when I was working? If the IRS has this information, there would be no reason for them to contact me yearly.
If you can't do what I described above, can you ask me to UPLOAD a copy of the 1099R BEFORE I send it to the IRS via e-file so that the IRS will have a copy of the 1099R and won't have to contact me?
Not having the 1099R delays my refund EVERY year.
