Retirement tax questions

Are we having a problem with the vocabulary that is being used here?  When you refer to "uploading" -- are you talking about importing data by using your log in and password with a financial institution to import your 1099B and 1099R?  If you IMPORTED the data from your financial institution into the tax software, that data will be used to calculate your tax return.  TurboTax will not have actual images of your 1099's; it will only have the data that came from the bank, brokerage, etc.  That information will be included when your tax return is e-filed.   You do not have to mail those documents to the IRS if you file electronically (e-file).

 

 

Or....did you have trouble importing the data?  Was your attempt to import financial data unsuccessful?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**