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Filed but IRS is asking for more information

I'm a dual UK / US citizen who has resided in the UK for 8 years having sold my US residence and moved here in 2011.

Filed my taxes with no issues until this year when I forgot to attach a 1099-R showing tax withheld on IRA distributions.

I should be in line for a small tax refund, but the IRS has asked for supporting documents for line 17 which shows tax withheld from distributions.

They asked me to submit Form W2, wage and tax statement, Form 1042-S, Form 8805, Form 8288-A and any othe US withholding document.

 

I've never had to submit any of the above forms before, plus I have none of the above and in my opinion they don't seem relevant - I'm thinking I just send them the missing 1099-R and see what happens.

I would have thought they would have received a copy in any event direct from Etrade ?

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1 Reply
DaveF1006
Expert Alumni

Filed but IRS is asking for more information

At this point, i would suggest sending them a copy of the 1099R.  This is a 1099R not a W2 and that you don't have any other the other documents listed there other than the 1099R that reports the federal income tax withheld.

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