Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Oct 27, 2022 12:05:11 PM

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.

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.

0 4 1355
4 Replies
Level 15
Oct 27, 2022 12:57:15 PM

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.


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.

Level 1
Oct 27, 2022 2:49:59 PM

Thanks for the input Critter.

 

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

Level 15
Oct 27, 2022 5:14:38 PM

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. 

Level 1
Oct 28, 2022 10:11:50 AM

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

Appreciate your help.