topic Can our SSA-1099's be submitted through Turbotax? IRS is asking for proof of refund. in Retirement tax questions

Can our SSA-1099's be submitted through Turbotax? IRS is asking for proof of refund.

wawiandpop — Mon, 23 Feb 2026 13:06:48 GMT

Received a letter 12C requesting proof for amount on line 29D of our 1040SR return.

Re: Can our SSA-1099's be submitted through Turbotax? IRS is asking for proof of refund.

VolvoGirl — Tue, 07 Feb 2023 18:35:59 GMT

You mean 25d? You need to mail back copies of your W2s, SSA-1099 and any 1099 like 1099R showing federal withholding on them. Check if the withholding matches what you reported on 25a, 25b & 25c.

Re: Can our SSA-1099's be submitted through Turbotax? IRS is asking for proof of refund.

DoninGA — Tue, 07 Feb 2023 18:37:48 GMT

Please explain exactly what the IRS is requesting. There is not a Line 29D on a 2022 federal tax return Form 1040.