cmtn
Returning Member

Retirement tax questions

The first time was in 2020.  The same thing happened.  After I efiled IRS sent a letter asking for a printed copy of the 1099R, which delayed my refund a little over a month.  This year that occurred again, and I am still waiting on my refund (going on two months).  I filed my return exactly the same way in 2022, and had my refund before February 1st.  My taxes are very simple - I use the short form.   I just logged in and checked, the amount entered from the 1099R was the correct amount.   This is very frustrating, since I have a large refund and depend on it in retirement.  It does not make me happy about using turbotax!  I definitely will not use it again!