Does TurboTax send the forms I filled out, 1099-MISC and 1099-R with my 2018 tax re return? The IRS is asking me questions as if they don't have these forms.

[Kat]

The individuals and/or financial institutions that issued those documents to you also submit copies to the IRS.    So they should have a copy.  However, if you filed by mail (instead of e-filing), the IRS does ask you to mail in a copy of any forms that indicate withholding of any taxes from your income.

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[georgetoolan]

I appreciate you responding although you didn't answer my question. I'm trying to understand whether TurboTax sent the IRS all the forms that I filled out with my 2018 tax return. I need to confirm this information so that I can know whether reference these forms in my correspondence to the IRS (if they have the forms) or provide copies of the forms with my correspondence (if they did not receive the forms).

I suspect these forms were left out of my return because why else would the IRS send me a notice telling me this information is not shown on my return?

It is unfortunate that I need to ask a question like this on a community forum, but I have been unsuccessful contacting TurboTax directly after several attempts. TurboTax seems unwilling to address relevant, specific questions about their own product.

[DoninGA]

Look at your tax return.  On the Form 1040 is there an amount on Line 4b that corresponds to the amount shown on your Form 1099-R's box 2b?  Look at your Schedule C, is the income from the 1099-MISC included as income on Line 1?

Download the PDF of your 2018 tax return.  It has all the worksheets for any forms that you entered using TurboTax software.

To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

See this TurboTax support FAQ for accessing prior year online tax returns - https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

[VolvoGirl]

Sounds like the IRS got a 1099R you did not enter into your return.  Or you calculated the wrong taxable amount on 1040 line 4b for all your 1099R.

For 1099Misc they don't get copies with your return.  Only the total goes on your return.  Why did you get a 1099Misc?  Did you fill out schedule C for it?  1099Misc is usually for self employment income.  If it showed up on 1040 Schedule 1 line 21 for Other Income instead of line 12 they IRS will say you missed it.

[georgetoolan]

I appreciate you responding although similar to Kat, you didn't answer my question. I'm asking whether turbotax sends forms 1099-MISC and 1099-R along with my e-filed tax return. It seems like turbotax did not send these forms because why else would the IRS be telling me they are not shown on the return.

[DoninGA]

@georgetoolan If you mean the actual physical forms, then no the program does not do that.   TurboTax does not have an actual copy of any forms entered by the user.  

It sends digitized information based on the entries you provided when entering the tax data from those forms into the software.  

[georgetoolan]

Sounds like the IRS got a 1099R you did not enter into your return.  Or you calculated the wrong taxable amount on 1040 line 4b for all your 1099R.

Actually, I did enter this 1099R into my return but it is not clear that IRS received a copy. And the amount I entered on form 1099R does in fact match the amount on 1040 line 4b.

For 1099Misc they don't get copies with your return.  Only the total goes on your return.  Why did you get a 1099Misc?  Did you fill out schedule C for it?  1099Misc is usually for self employment income.  If it showed up on 1040 Schedule 1 line 21 for Other Income instead of line 12 they IRS will say you missed it.

Schedule C is in fact filled out, and the correct amount is listed on 1040 Schedule 1 line 12.

Congratulations on answering half of my question. You've already done better than the other two respondents.

[VolvoGirl]

But I was saying maybe the IRS got another 1099R from someone that you did not get or enter.  Like it is completely missing from your return line 4.  What CP # is on the letter up at the corner?  Read it again.  It should say what is missing.

For 1099Misc you don't have to enter the actual individual 1099Misc forms.  You can enter all you income as Cash or General on Schedule C line 1.  Only the total goes to Schedule C.  The IRS might have got more 1099Misc than the total showing on Sch C line 1.  

[VolvoGirl]

If everything is shown on your return lines 4 and 12 then you need to call the IRS and ask them what is wrong.

1-800-829-1040

[georgetoolan]

2DoninGA How can I confirm whether turbotax sent a complete set of digitized information based on the entries I provided when entering the tax data from those forms into the software? It seems like the IRS did not receive all the information. Otherwise, why would they be sending me a notice telling me I didn't include this information on my return?

[Critter · Accepted solution]

Ok...first save a PDF of the return ...the IRS gets sent all the Forms, Schedules & statements. They do not get any worksheets. They are not sent any forms that were sent to you since the insurer of those forms already sent them in directly. 

Now REVIEW the notice carefully ... And respond as requested...send whatever they want even if they already got that info already...sometimes things get lost for no reason. 

[georgetoolan · Accepted solution]

@Critter Thank you. Your response has answered my question.

[dmertz]

The details of Forms 1099 and Forms W-2 are included in your e-filing only if they show tax withholding, the same as the requirement for attaching these forms to your tax return if you mail it.

The IRS will often ask for physical copies if what you entered into TurboTax does not agree with what the forms that the IRS received from the payer show.