topic I got a letter from the IRS saying I owe money because I didn't put my 1099R information in. How can I see if I did input all my information? in After you file

I got a letter from the IRS saying I owe money because I didn't put my 1099R information in. How can I see if I did input all my information?

krystaltripp — Sat, 31 Oct 2020 15:23:23 GMT

Re: I got a letter from the IRS saying I owe money because I didn't put my 1099R information in. How can I see if I did input all my information?

xmasbaby0 — Sat, 31 Oct 2020 15:25:51 GMT

Look at your tax return. You have not mentioned what tax year the letter is for--so read the letter carefully and make sure you look at the return for the year they are asking about. There will not be an image of the 1099R in the pdf, but the worksheets will show what you entered.

Do you know how to access your account(s)?

Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-this-year-in-turbotax-online

Re: I got a letter from the IRS saying I owe money because I didn't put my 1099R information in. How can I see if I did input all my information?

macuser_22 — Sat, 31 Oct 2020 15:37:07 GMT

1099-R's are issued for all types of retirement accounts and they are reported differently. Where is is found on your tax return depends on the box 7 code, the IRA/SEP/SIMPLE box and what you did with the money - rolled it over, converted it, kept it, etc. Most 1099-R reporting will be on the 1040 line 4(a,b,c or d) depending on the codes and year. Some 1099-R's do not go on line 4 at all, depending again on the codes.