KrisD15
Expert Alumni

Education

No, not an issue.

 

It sounds like you are talking about the 1099-Q "TurboTax Document" included with your return. A copy of a 1099-Q does not get sent with a tax return. 

The IRS gets a copy of the 1099-Q from the financial institution that issued the distribution. The IRS might check to see if the distribution was reported, but it does not MATCH the boxes on a 1099-Q like they do for a W-2.

 

A, B. C. and D on that TurboTax document does not come from the 1099-Q, it comes from the answers you provide in the interview. 

Boxes 1 through 6 should match the paper Form 1099-Q you received. 

This document is used to calculate if there is any tax due on the distribution, but it does not get transmitted with your return.  

 

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