turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

What does e-file transmit?

After completing my returns, when I go to the Print Center’s Form Selection screen and select “All official forms required for filing,” can I assume what prints out are the only pages -- no more and no less -- that are needed by and transmitted to the IRS and California Franchise Tax Board when I e-file both returns?  I’m a little surprised that federal Form 1099-R is not printed out. 

 

(I like to know specifically what data is provided to those tax entities by TurboTax when I e-file.  I know exactly what the government is getting when I mail in a hard copy return, but I am not so sure what is transmitted when I e-file.)

 

Thanks.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JulieS
Expert Alumni

What does e-file transmit?

When an E-file is transmitted, the official forms needed for filing are transmitted, as well as a small amount of personal information about each person on your tax return. This includes:

  • Name
  • Date of birth
  • Social Security Number or tax ID number.
  • IP PIN, if you have one. 
  • Last year's AGI, if you filed. 
  • Direct deposit information, if you requested direct deposit. 

Forms like 1099-R and W2 are reported to the IRS by the payer, so they are not a part of your tax return. The information that you entered, or imported, for these forms is part of the e-file and the IRS uses computers to match the figures on your 1099s and W2s to the tax return you filed. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question