The IRS is withholding my 2024 refund because Turbotax did submit my Pension form 1099-R.
I have used Turbotax Deluxe online for more than 10 years. I have never manually attached any PDF forms to my tax returns. I always use the Turbotax function to fill in the form information and the IRS receives a copy of the 1099 forms with no problem.
In 2025, I filed tax return for 2024 taxes on Turbotax is the same way. However, I received IRS form CP05A indicating that my Pension and Annuities 1099-R forms were missing. All other income forms were received (SSA, Int, DIV).
The Turbotax function that handles attaching forms failed and needs review.
