Supporting Statements on Tax Returns

[PaulRetiredCPA]

My return includes two W-2's, numerous 1099-INT, 1099-DIV and 1099-R statements, and multiple Schedule K-1 activities.  The only way that I can see any detail of these in the  various print options is to select either "Tax Return, all calculation worksheets" or "Form and supporting statements".  Both of those options produce a slew of rehashed input data and unnecessary information that does not need to be filed with with the IRS or to the states.  Other than the "Smart Worksheet for Schedule B...", I do not see any concise statements summarizing return totals for such income items.  I previously used CCH ProSystem fx software, which would produce concise statements for such items.  My questions are (1) - if I efile my return, just what gets sent to the taxing authorities for such items and (2) if I paper file my returns, does TurboTax intend that I send all of the worksheets to the IRS and states, or just the "official forms required for filing" (which omit the details of these various income items)?

[DavidD66]

If you e-file your return, TurboTax only transmits data required to be filed by the IRS based upon your tax return.  For example, if you enter itemized deductions but the don't exceed the Standard Deduction and you use the Standard Deduction, TurboTax will not transmit Schedule A nor any of the supporting information.  Similarly, if you choose to print and mail your return, the program will only print the forms and schedules required to be filed.

[PaulRetiredCPA]

Thanks for the answer David!  So, in a paper filing (and presumably in an e-filing) , it sounds like what gets sent to the IRS is what prints under the selection "All official forms required for filing".  Is my assumption correct?  Those forms show only totals for wages, qualified dividends, capital gain distributions, IRA distributions, and pensions and annuities.  Since my return contains multiple entries under each of those categories, I wonder how the IRS is able to match individual W-2's and 1099's to my return.  About all their matching system could do would be compare the totals of all such items to the totals in my return, but it would not be able to specifically match individual items.  I'm sure that TurboTax does it correctly, but I find it curious in light of the level of detail I'm used to seeing from the tax software I'd used in the past.

[Anonymous]

many lines on the 1040 do not require details.  if details are required they are on forms and/or schedules.      for interest and dividends  - schedule B.    for self-employment schedule C.   for capital gains maybe form 8949 and schedule d.  for rents, royalties, income/loss from pass-through entities schedule E   and there are dozens of other forms and schedules.    only those required get transmitted.  if there is not enough room on the form and schedule for all items TT submits a supplemental schedule or list.  (even though filing instructions and maybe forms like 1040es are in the forms for filing list, they don't get submitted.