monampa1
New Member

Retirement tax questions

I have never send my 1099-R by mail or attached it since TurboTax doesn't ask me to do that. The first five years I was retired I didn't have a problem.  This is the 3rd in a row that they send me a letter saying they want it.  I think it's because I have taxes withheld from my retirement payment, but as I said, the first five years were the same.  Just very frustrating since I file early. Last year I faxed it in February as soon as I  received the letter with the rejection # that you have to include.  I re-faxed in March and still didn't get my direct deposit until the end of May.