TomD8
Level 15

Retirement tax questions

@My777 --

 

Things are slow at the IRS these days, particularly when paper forms are involved.  From the IRS website:

 

"There’s a high volume of tax returns with missing schedules needed to claim or reconcile credits. We’re opening mail within our normal timeframes, but it’s taking us longer to process it.  

How long you may have to wait: We’re processing all responses in the order received. The current delay is more than 60 days. 

What you should do: If you have provided us the information, you don’t need to do it again. We’re working through all taxpayer replies on a first-come, first-served basis. We appreciate your patience."

 

Taxpayers are not required to attach copies of 1099 forms to an e-filed return.

The issuer of a 1099-R is required to furnish a copy to the IRS.  

**Answers are correct to the best of my ability but do not constitute tax or legal advice.