Attaching w2 or 1099

Forum|Forum|1 year ago
November 5, 2024
9 replies
77 views

Because the feds did not have my wife’s 1099R they withheld $6000.00. It took me a dozen phone calls and 3 register mailings to finally get my return 9 months later. TT needs to include an option to attach documents

xmasbaby0

Level 15

You do not "attach" a 1099R to an e-file. But you do have to enter it into the software. Did you enter it? It is only when you file by mail that you are required to attach W-2's and/or any 1099's that show tax withheld.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

lcharles74

Level 2

Yes, I know you don't attach documents when filing electronically. I was simply responding to someone's statement that perhaps TurboTax should provide the option to include attachments. I have used TurboTax for many years and have never had this problem. I did include the entry for the 10999-R on the appropriate line. It shows up on the transcript for my filing on the IRS's Where's My Refund website. The IRS claims they don't have anything from my retirement company, so they can verify my entry. This is insane. The retirement company filed 1099R in compliance with IRS regulations. My 1099R filed by my retirement company does not match up to my electronic filing. Interesting....everything else is....Go Figure????

Opus 17

Level 15

Even when filing by mail, you don't attach a 1099-R unless it has withholding.

Your problem is that the custodian of the retirement funds didn't send the proper documentation to the IRS, that's where you should be complaining.

E-filing is designed not to include any documents. There are very limited tax situations where the IRS wants you to mail a paper copy of a form after e-filing, and those do not include mis-matched 1099 information. Turbotax has also made an intentional decision not to allow any PDF attachments, for various reasons that may or may not make sense to you, but it is their decision. And, if you used different software and started randomly attaching documents to your e-filed return just in case they were needed, there is a good chance the IRS would ignore them or lose them. Just from experience.

lcharles74

Level 2

I have been receiving retirement distributions for 12 years and have never had this problem. The retirement firm is a very prominent company, and they confirmed they sent the 1099-R, as they always have, in compliance with IRS regulations. Something is going on at the IRS. My 1099-R is not matching up with my electronic filing... IRS Tax Advocate claims there are new systems, new processes, a shortage of people....Unfortunately, I am caught in the middle.

lcharles74

Level 2

I filed 2/2 using TurboTax, which I have used for many years. This year, I still don’t have my return because IRS claims they can’t verify my 1099-R. My retirement company has been sending my 1099-R for years. First time this has ever happened. Wonder if this would have been the case if I had attached a copy?

Opus 17

Level 15

@lcharles74 wrote:

I filed 2/2 using TurboTax, which I have used for many years. This year, I still don’t have my return because IRS claims they can’t verify my 1099-R. My retirement company has been sending my 1099-R for years. First time this has ever happened. Wonder if this would have been the case if I had attached a copy?

You can't attach a 1099-R when e-filing. If you had filed by mail, it might or might not have helped, but filing by mail add other delays. The core problem is that the retirement plan has not submitted a backup copy to the IRS (or the IRS has misfiled it), so the IRS computer can't verify your withholding. Sometimes the IRS will reach out to you and ask you to submit a copy--have they done that yet?

lcharles74

Level 2

The IRS never contacted me....I reached out to them and reached Tax Advocates Support (TAS), who explained why my refund was frozen. Still working, trying to get the refund released.