IRS has held my tax refund for 2021. I got the notice (CP05A) . 'Statement of benefits on retirement income....' How do I get it? Please provide contact and online links.

[kannan_ninpsg]

IRS has held my tax refund for 2021. I got the notice (CP05A) from IRS asking for three details for reviewing my tax return. I have first two. which is my payslips and detail about my employer.

I don't have information for  the 3rd question, Which I stated above. Appreciate contact, online link to get the detail.

[Critter-3]

Sounds like they want a copy of the 1099-R that you entered onto the return. 

https://www.irs.gov/individuals/understanding-your-cp05a-notice

What this notice is about

We need information before we can send a refund.

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What you need to do

• Send us copies of the items listed on the notice so we can verify your income and income tax withholding.
   
• Attach your documents to the notice contact stub.
   
• Send your response within 30 days from the date of the notice by:
   
  • Faxing your documents to the fax number in the notice using either a fax machine or an online fax service. Protect yourself when sending digital data by understanding the fax service’s privacy and security policies, or
  • Mailing your response to the address shown on the stub.

[kannan_ninpsg]

Thanks for the input Critter.

I checked my return, I have not added any 1099-R forms. In that case, what should I do?

[Critter-3]

Did you call the number on the notice and ask them how to handle this issue of a missing form?   

Read the notice again carefully ... did they just  give a generic list of things to possibly send ?   If so send what you have ... read the info in the link I posted for IRS direct instructions. 

[kannan_ninpsg]

Thanks Critter. They have asked for my salary slips and letter from Employer. I will just provide them.

Appreciate your help.