My777
Returning Member

Retirement tax questions

Ok, if the payer does send a copy of my 1099-R to the IRS, then 1. why the IRS asking me to send a copy of my 1099-R after I e-filed on February? (Since the IRS already have a copy). By the way, it is a pain to call the IRS, I had called several time and put me on hold for 3, 4 hours, then disconnected. Finally, I managed to get through yesterday, the person said he take a note and inform the person in charge to resolve it, if it is no news about the refund after 60 days, then call again…….

 

2. Why the Copy B of the 1099-R have to attach together with the tax return if there is a tax withheld when filing by mail?

Since there is already a (RED) copy for the IRS.