OK....
Checked with Oklahoma Tax Commission about the letter and when they get the data from the relevant Oklahoma State Pension & Retirement System that generated the 1099-R. The answer was that this letter is getting more prevalent. The call taker doesn't have access to check whether the Tax Commission received the data and if so when they received it.
Contacted the relevant State Pension & Retirement System and was told the data was sent to the Tax Commission mid-January 2026 and verified before the 1099-Rs' were mailed out.
Note: I did an AI search and the answer I got said the Online version of Turbotax has the ability to add documents to the Oklahoma State return. True or false I don't know as I never use online TurboTax. I wonder as AI also said the desktop version of TurboTax has that ability too.
