@wre111531 wrote:
My e-filled return was accepted in Feb. I received a letter from IRS asking me to mail in a copy of 1099-R.
Because of this I have not received my refund (as of Aug 8). This is a real problem with Turbo-Tax and needs to
be fixed. I probably can't use it next year unless I know it is fixed. There has to be a way to attach the 1099-R to
an e-filed return.
The IRS requesting you provide the actual Form 1099-R that you received has nothing to do with TurboTax or with any other tax preparation software you could have used. The IRS either did not receive a copy of the Form 1099-R from the Payer or the form they did receive does not have the same tax data as what you entered on the e-filed tax return.
I have been e-filing my federal tax returns with tax data from the Form 1099-R for the past 17 years with no issue whatsoever with the IRS. Some years tax data from multiple Form 1099-R's.
