cmtn
Returning Member

Retirement tax questions

I have already received a letter, for 2023 taxes, asking for a hard copy of my 1099R.  I sent it yesterday.   This is the third time they asked for it, and the second year in a row.  Last year I filed early and sent the 1099r hardcopy in as soon as they asked, and did not receive my refund until July.  Before I filed this year I looked around for another efile company that would allow me to include the 1099r as an attachment - couldn't find one, so used turbotax again.