topic Re: IRS is requesting extra information in After you file

IRS is requesting extra information

timdf — Fri, 27 Mar 2020 20:13:53 GMT

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 ?

Re: IRS is requesting extra information

MinhT1 — Fri, 27 Mar 2020 20:31:21 GMT

If your only federal tax withholding was the one reported on your form 1099-R, then all you need to send to the IRS is a copy of your form 1099-R showing that tax withholding.

Re: IRS is requesting extra information

timdf — Fri, 27 Mar 2020 20:33:46 GMT

Thanks that's what I figured just send the 1099-R but still a little puzzled as to why they asked for all these other forms which frankly don't seem relevant.

Re: IRS is requesting extra information

MinhT1 — Fri, 27 Mar 2020 20:54:57 GMT

This is the standard phrase which the IRS uses to cover all tax documents which could show a tax withholding.