IRS Request for 1099

Forum|Forum|2 years ago
March 11, 2024
1 reply
19 views

Turbo Tax did not prompt me to download 1099 that showed my tax witholdings, now IRS requests copy of 1099 and my refund is delayed!

BillM223

Level 15

Are you saying that you did not enter a tax form (the 1099-R) that you received? If you receive tax forms, you should enter them whether you are prompted to or not.

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tashalaraAuthor

Level 2

Yes, I entered SSA-1099s that showed tax withholdings. Now I am mailing copies of SSA-1099s to IRS.

DawnC

Level 15

The IRS can, and does periodically, request documentation for amounts reported on your tax return. You can upload documents in response to an IRS notice, phone conversation or in-person visit. Don’t use this tool to file a tax return.

IRS Doc Upload Tool

To upload your documents and verify your identity, you’ll need to enter:

An access code (if provided), or the number and title of the notice or letter
Your first and last name
Social Security, Individual Taxpayer Identification (ITIN) or Employer Identification (EIN) number

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