Is the IRS letter about your 2023 tax return or an earlier year?
The IRS gets a copy of your 1099-R from the payer. It sounds like the IRS is asking for a copy of your 1099-R because the information on your tax return does not match the 1099-R that they received from the payer. That probably means that you made some kind of mistake entering the 1099-R in TurboTax (which is what VolvoGirl is suggesting).
@gham1011 wrote:
My Turbo tax filing shows the Federal Tax withheld but does not show my Gross Distribution income from the 1099-R.
I'm not sure what you mean by that. Are you saying that the gross distribution amount in box 1 of the 1099-R does not appear anywhere on your Form 1040? If that's the case, it's almost certainly because you didn't enter the amount in TurboTax.
Is the 1099-R for an IRA or for a pension? Look at the actual 1099-R form, not what's in TurboTax. What are the exact amounts in boxes 1, 2a, and 4 on the 1099-R that you received? Is the IRA/SEP/SIMPLE box checked between boxes 7 and 8 on the 1099-R? What is the distribution code in box 7?
Now look at the PDF or printed copy of the Form 1040 that you filed. What are the exact amounts on Form 1040 lines 4a, 4b, 5a, 5b, and 25b on the Form 1040 that you filed?
