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Retirement tax questions
Thx for the reply. The amount shown on the original 1099-R is the exact amount shown on Line 21 of Oklahoma Form 511. The letter from Oklahoma Tax Commission requesting a 1099-R in order to process the rerturn also stated they cannot verify the withholding amount claimed on the return. I guess that is because they require the 1099-R to verify the amount claimed and e-file doesn't provide the 1099-R. Not etimated tax and SS number is correct,.
Just like last year I provided them what the letter requested and just like last year my return was processed. I just received my direct deposit of the refund yesterday.
March 4, 2026
5:37 AM