What data does Turbo Tax send via e-file?

8 replies
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Does TurboTax sends worksheets and forms like 1099-R to the IRS or only forms required for filing?

As far as I know many forms like 1099-R are for taxpayers record only and do not have to be filed with the return. Another words, does Turbo Tax sends more when e-filed than the paper filing would normally require?

TomK2023

Alumni - Intuit

The IRS only receives the appropriate Schedules and Forms for your tax situation - not the entire content of the data you have inputted into TurboTax.

The worksheets TurboTax prepares are not efiled.

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ParkNYCAuthor

Level 5

Is the 1099-R form filed with 1040 returns? It says keep for your records, but this might not be the case when Turbo Tax files returns. Thanks

VolvoGirl

Level 15

The actual form is not sent. Just the entries from it. The IRS already got a copy of W2s and 1099s from the payers. If the IRS needs to see the actual 1099 they will mail you a letter. You should keep copies of your return and all forms you get. Why are you asking?