topic Re: IRS Request for 1099 in Retirement tax questions

IRS Request for 1099

tashalara — Wed, 11 Feb 2026 06:17:56 GMT

Turbo Tax did not prompt me to download 1099 that showed my tax witholdings, now IRS requests copy of 1099 and my refund is delayed!

Re: IRS Request for 1099

BillM223 — Mon, 11 Mar 2024 19:42:49 GMT

Are you saying that you did not enter a tax form (the 1099-R) that you received? If you receive tax forms, you should enter them whether you are prompted to or not.

Re: IRS Request for 1099

tashalara — Mon, 11 Mar 2024 19:51:37 GMT

Yes, I entered SSA-1099s that showed tax withholdings. Now I am mailing copies of SSA-1099s to IRS.

Re: IRS Request for 1099

DawnC — Mon, 11 Mar 2024 20:04:12 GMT

The IRS can, and does periodically, request documentation for amounts reported on your tax return. You can upload documents in response to an IRS notice, phone conversation or in-person visit. Don’t use this tool to file a tax return.

IRS Doc Upload Tool

To upload your documents and verify your identity, you’ll need to enter:

An access code (if provided), or the number and title of the notice or letter
Your first and last name
Social Security, Individual Taxpayer Identification (ITIN) or Employer Identification (EIN) number

Re: IRS Request for 1099

tashalara — Tue, 12 Mar 2024 22:09:07 GMT

Thank you for the link to IRS Uploading Tool! I submitted everything required last night and pray for prompt response by IRS!!