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Retirement tax questions
The answer mentioned here is incorrect in that it states that you do not have to mail in your 1099-R forms to the IRS if you e-file. I e-filed my returns and have had to deal with IRS audits the past 2 years, because the Federal withholding on my 1099-R, which was reported on my Turbotax return did not have supporting 1099-R forms. It was a real pain to clear it up with the IRS - many wasted hours of my life... I consider the inability to attach files to my electronic filing a severe shortcoming of Turbotax. Unfortunately, I'll have to file printed returns to include my 1099-R forms this year to avoid yet another audit by the IRS.
‎June 4, 2019
10:09 PM