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?
This can only be answered by the IRS. It's unusual.
800-829-1040
First choose your language.
Then 2
Then 1
Then 3
Then 2
When asked for SSN do nothing it will ask twice
Then 2
Then 4
You should then be transferred to an agent, but there is likely to be a long wait.
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?
Turbotax and other apps do not have the ability to send unrequired documents the info on the w-2 is required. most of the info on the 1099-R is not. so even if it was transmitted there would be no way for the IRS computers to identify the document.
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?
can't be done. you would have to mail your return with the 1099R
as stated call the IRS to find out what the issue is. if you've been correctly entering the 1099R in Turbotax that's all that should be required. the same as for millions of other filers.
