jkburton
New Member

Retirement tax questions

I am just reporting to the community that Turbotax failed to include form 1099-R in my e-filed tax return. I saved a pdf copy of my return with all forms included (over 100 pages). The form 1099-R was in that pdf file and had a header that the form was for my records only. ie: not to be filed with the return. I received a letter from the irs asking for a copy of that form 1099-R (by the way from Vanguard. Has anyone else had this problem? If anyone received this form check your e-filed return and see if it was included.