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Level 2
posted Mar 11, 2024 11:07:52 AM

IRS Request for 1099

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!

0 4 485
4 Replies
Expert Alumni
Mar 11, 2024 12:42:49 PM

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.

Level 2
Mar 11, 2024 12:51:37 PM

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

Expert Alumni
Mar 11, 2024 1:04:12 PM

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

Level 2
Mar 12, 2024 3:09:07 PM

Thank you for the link to IRS Uploading Tool!  I submitted everything required last night and pray for prompt response by IRS!!