My777
Returning Member

Retirement tax questions

I’m having the same problem, I have tax withheld on my 1099-R.

My e-filled return was also accepted in Feb. I received a letter from IRS asking me to mail in a copy of 1099-R on June and I did mail it. Since then I have still not received my refund (as of Dec 15). This is really a pain and the Turbo-Tax needs to

be fixed.

 

I did call my payer which is fidelity asking them whether they send a copy of the 1099-R to the IRS, the answer is NO, the payer don’t send. The answer from the payer (fidelity) is that I have to attach a copy of my 1099-R (with tax withholding) together with my 1040 tax return if I send my tax return by mail.

They don’t know about e filed, and asked me to consult the TurboTax.

So, it is our responsibility to attach a copy of 1099-R (with tax withholding) together with the tax return whether by mail or electronic????? Cause the IRS don’t have my 1099-R if I don’t attach it.

TurboTax need to fix it with the attachment issue if e-filed, otherwise, you only can do it by mail, this is a REAL PAIN.