wahill-vt
New Member

Retirement tax questions

Thanks for your reply. The amount entered in box 1 of the 1099-R was the amount entered on line 16a of the 1040.  The amount in box 2 was the amount entered on line 16b of the 1040.  The box 2 amount is lower than box 1 amount.  The IRS has never changed the TurboTax electronic return. The IRS has never given a reason for requesting my 1099-R copies.  The IRS promptly sends me my refund once I have sent hard copies of my 1099-R.  Again, this has occurred 5 years in a row.