IRS has held my tax refund for 2021. I got the notice (CP05A) .'Statement of benefits on retirement income....'How do I get it? Please provide contact and online links.

Forum|Forum|3 years ago
October 27, 2022
1 reply
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IRS has held my tax refund for 2021. I got the notice (CP05A) from IRS asking for three details for reviewing my tax return. I have first two. which is my payslips and detail about my employer.

I don't have information for the 3rd question, Which I stated above. Appreciate contact, online link to get the detail.

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Critter-3

Level 15

Sounds like they want a copy of the 1099-R that you entered onto the return.

https://www.irs.gov/individuals/understanding-your-cp05a-notice

What this notice is about

We need information before we can send a refund.

What you need to do

Send us copies of the items listed on the notice so we can verify your income and income tax withholding.
Attach your documents to the notice contact stub.
Send your response within 30 days from the date of the notice by:
- Faxing your documents to the fax number in the notice using either a fax machine or an online fax service. Protect yourself when sending digital data by understanding the fax service’s privacy and security policies, or
- Mailing your response to the address shown on the stub.

kannan_ninpsgAuthor

Level 2

Thanks for the input Critter.

I checked my return, I have not added any 1099-R forms. In that case, what should I do?

Critter-3

Level 15

Did you call the number on the notice and ask them how to handle this issue of a missing form?

Read the notice again carefully ... did they just give a generic list of things to possibly send ? If so send what you have ... read the info in the link I posted for IRS direct instructions.