What data does Turbo Tax send via e-file?

[ParkNYC]

Does TurboTax sends worksheets and forms like 1099-R to the IRS or only forms required for filing?

As far as I know many forms like 1099-R are for taxpayers record only and do not have to be filed with the return.  Another words, does Turbo Tax sends more when e-filed than the paper filing would normally require?

[TomK2023]

The IRS only receives the appropriate Schedules and Forms for your tax situation - not the entire content of the data you have inputted into TurboTax.

The worksheets TurboTax prepares are not efiled.

[ParkNYC]

Is the 1099-R form filed with 1040 returns? It says keep for your records, but this might not be the case when Turbo Tax files returns. Thanks

[VolvoGirl]

The actual form is not sent.  Just the entries from it.  The IRS already got a copy of W2s and 1099s from the payers.  If the IRS needs to see the actual 1099 they will mail you a letter.  You should keep copies of your return and all forms you get.  Why are you asking?  

[ParkNYC]

I'm trying to properly file my foreign pension as a retirement or pension income not as Other Income. If you read my previous post you'd understand my frustration. Normally, data from a 1099-R form properly flows to state tax return when I can get my pension state exclusion. If reported as other income, wouldn't give me that exclusion. Turbotax provides a workaround which doesn't work properly. The only solution for filers like me is to report pension income on1099-R form, but foreign governments don't have Payer's ID numbers or report this income to the IRS, so forms 1099-R without FIN or EIN would produce an error and prevent e-filing. Old tricks with nine 9 digits or nine 1s don't work anymore. This needs to be properly addressed and fixed.

@VolvoGirl 

[ThomasM125]

It is likely that the IRS will not allow a form 1099-R to be filed electronically anymore without a valid employer ID number. TurboTax nor any other tax software provider would have a way to override that. Here are the steps to enter a substitute form 1099-R so you can report your foreign pension as such in TurboTax:

To enter a substitute form 1099-R in Turbo Tax follow these instructions:

1. Go to the personal income section of TurboTax 
2. Find the Retirement Plans and Social Security menu option
3. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
4. Choose Add Another 1099-R
5. Choose I'll type it in myself
6. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

[ParkNYC]

A substitute 1099-R also requires a valid employer ID number. Without a valid ID it would generate an error and would prevent e-filing. I've tried that, not a solution to the problem.

FYI, I'm not filing 1099-R, that form supposed to be filed by a payer not receiver.

Foreign governments don't have the US federal payer's ID numbers.

I'm surprised that Intuit can't fix that problem.

Next year I'm definitely checking other tax preparing options.

@ThomasM125 

[DaveF1006]

I have had another user report that they use 99-1111111.  Have you tried this?

@ParkNYC 

[ParkNYC]

Dave, there are other combinations of number you could put and make this work, but I don't think this is the right solution to this problem, besides, it's possible that that number is a valid payers's federal identification number used by a legit US company. I just tried again a substitute 1099-R with foreign country code and it worked until I tried to input Gross Distribution in box 1 different than zero. You can mark it as substitute and explain the reason why you're filing it, Turbo Tax would still generate an error and won't let you e-file. In my view, the easiest way to solve the problem is to remove requirement for a FIN number for substitute 1099-R filers who receive distributions from foreign countries or make a worksheet for state filers showing that Other Income reported as foreign pension qualifies for the state exclusion. End of problem, is this so difficult???

I don't think so. They have 100s of worksheets, they could make one more.

@DaveF1006