topic I used TT Premier to e-file a relative's taxes. She received a notice from the IRS that says the Form 8880 is incomplete or missing. Did TurboTax not send that form? in After you file

I used TT Premier to e-file a relative's taxes. She received a notice from the IRS that says the Form 8880 is incomplete or missing. Did TurboTax not send that form?

vranabc — Sat, 29 Jun 2019 20:19:03 GMT

I'm wondering if the software might have missed that and needs to be fixed going forward. Aggravated because I rely on TurboTax to ensure all the details are done right, but apparently something went wrong with the Form 8880. Thanks for any advice or help.

Re: I used TT Premier to e-file a relative's taxes. She received a notice from the IRS that says the Form 8880 is incomplete or missing. Did TurboTax not send that form?

DoninGA — Sat, 29 Jun 2019 20:42:56 GMT

What is the IRS notice or letter number on the form received from the IRS? On the first page usually preceded by either a CP or LTR.

If the IRS changed, added or deleted tax data on the original tax return then the amount of the Credit for Qualified Retirement Savings Contributions, Form 8880, will change.

The statement "incomplete or missing" is IRS speak for saying they changed the tax return and now the return does not show the correct amounts on a form or schedule.

Re: I used TT Premier to e-file a relative's taxes. She received a notice from the IRS that says the Form 8880 is incomplete or missing. Did TurboTax not send that form?

vranabc — Sun, 30 Jun 2019 01:26:29 GMT

The IRS notice says LTR 12C. "It says "Form 8880 is incomplete or missing from your return. Complete the form with information that supports $[value] on line 51, Schedule 3. Also attach all supporting forms on schedules, as required."

The 8880 I have now printed has the amount deferred to her 401k correctly from her W-2, the correct percentage for the credit based on her income, etc. In fact, it is essentially identical to the 8880 from the prior tax year. So I think our plan is to mail in the 8880 and see what happens. Her return is very simple and has not changed in any meaningful way from the prior tax year.

Thanks for any insights you might be able to offer.