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Retirement tax questions
I did not send the IRS a copy of my 1099-R that reported withholding and didn't realize it was an issue until I just read the note on copy B stating a copy is needs to be filed.
Is "the taxpayer requesting a refund" the common denominator for those who the IRS requests a 1099-R copy (that reports withholding)? There may be a delay for the IRS to process the 1099-R's that they receive from the financial institutions. If so, the IRS may be able to process refunds faster by requesting a copy directly from the tax payer.
Readers, please test my hypothesis with your experience(s) and respond to this thread.
‎October 20, 2024
5:59 PM