Retirement tax questions


@cmtn wrote:

same thing happened to me.  IRS delayed my return because the 1099r was not attached with the turbotax efile.  Now on next year returns I see no way to attach the 1099r pdf.   Big problem with turbotax.


The Form 1099-R is not attached to an e-filed federal tax return.  All the information on the Form 1099-R, CSA-1099-R, CSF-1099-R or RRB-1099-R is entered on your federal tax return.  All that information is sent with the e-filed tax return to the IRS.

 

I have been entering Form1099-R's on my federal tax return for over a decade with never an issue with the IRS.