topic Statement of Benefits on Retirement Income in Get your taxes done using TurboTax

Statement of Benefits on Retirement Income

scald — Tue, 24 Feb 2026 06:54:26 GMT

I have had the same request from the IRS. Holding up my 2022 tax return.

They want :

1) Copies of at least 3 pay statements or check stubs

2) A notice on company letterhead from your employer

3) A statement of benefits from retirement income

I have W-2's from the employer. why the pay stubs? (I'll send them but wtf?)

What would the notice on company letterhead be? (Notice of what?)

Most importantly, what is a statement of benefits? I have the 1099R (I thought they automatically received that). Is that what they want or something else?

Is there another statement of benefits they want.?

Thanks for any help!

Re: Statement of Benefits on Retirement Income

Critter-3 — Sun, 23 Jul 2023 15:35:09 GMT

If you have questions on the notice call the number listed and ask. Otherwise comply with the requests asap so the return can continue processing.

My thoughts ... the IRS may not have gotten a copy of the W-2 from the employer and/or info from the retirement plan administrator... that would explain what they are asking about.

Re: Statement of Benefits on Retirement Income

dmertz — Sun, 23 Jul 2023 19:34:40 GMT

"the IRS may not have gotten a copy of the W-2 from the employer"

This seems the most likely cause, either that or the Form W-2 filed with the IRS by the employer has information that differs from the W-2 information entered into TurboTax. In addition to providing the IRS with the information requested, make sure that all information from the W-2, particularly the employer name and EIN, were entered correctly into TurboTax's W-2 form.