Personal Finance and Investing
In reply to the discussion: The IRS says I didn't report income that I reported 👀 😲😭💔 [View all]progree
(10,907 posts)1040, Schedule 1, Schedule 5, Schedule A, B, D, and that's about it in my case.
In none of the above is any "list your retirement income" or "list your IRAs, annuities, and pension income". The only thing is a number on 1040 line 4a and line 4b. No breakdown of what's in either of these 2 lines.
TurboTax offers 3 options, I forget what they call them, as far as generating PDF files, but one is your tax return, the second is your tax return plus some additional worksheets and supplementary stuff (the "Keep For Your Records" stuff), and the third is the second one plus more more more more worksheets and supplementary stuff. I generate and store all three.
What TurboTax actually sends when I file electronically is very probably just what I've shown on the first line above "the basics".
When I prepared my taxes, the first thing I did was download all the 1099's from all sources into TurboTax. And then I check and make sure that every frickin number is included somewhere and check against a spreadsheet where I enumerate everything to make sure that AGI, taxable income, yada, are what they should be.
As for your specific question, yes, the 1099-R stuff in the "Keep For Your Records" stuff has all the info on my 1099-R's -- yes, both have the same "Payer's Federal identification number" and Fidelity's address and all that -- thanks much for the suggestion. I also carefully compared to what the IRA enumerated in their IRA CP2000 notice.
I'm 99% sure that it will be all OK when I send them the response I indicated in the OP (matching your suggestion, but yeah, I'll send them the original 1099-R's too as well as the applicable "Keep For Your Records" pages that TurboTax generated.
I'm single, so there's not the spouse complexity issue. 😊