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Retirement tax questions
Line 25b of your form 1040/1040SR shows the total Federal withholding from all 1099 forms.
IF your box 4 withholding from your 1099-R is not included on that line's total amount, then you didn't enter those box 4 $$ on that 1099-R form when you entered it's data, and you need to go back and Edit that 1099-R form.
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IF You E-file successfully the IRS DOES NOT want you to mail in your 1099-R form, unless they specifically ask for it at some later date, by sending that request to you on paper...by snail-mail! They simply do not have the staff to process unnecessary and spurious mailings of data. They have enough problems dealing with the manual processing of millions of regular full tax returns that are mailed in.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 21, 2023
12:52 PM