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progree

(10,907 posts)
6. I believe what Turbo Tax sends is just the basics:
Fri Nov 13, 2020, 08:57 PM
Nov 2020

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. 😊

I can't offer anything about your specific problem, PoindexterOglethorpe Nov 2020 #1
In your original did you include the identifying numbers of the payer? Cicada Nov 2020 #2
I believe what Turbo Tax sends is just the basics: progree Nov 2020 #6
I've had a few rounds with the IRS Yonnie3 Nov 2020 #3
"Since you used Turbotax aren't they supposed to assist?" progree Nov 2020 #9
thats why its worth paying an accountant to do your taxes. drray23 Nov 2020 #4
Yup, that's a long story of why I did my own taxes -- I check EVERYTHING on my tax return progree Nov 2020 #8
I recommend contacting an IRS Taxpayer Advocate. CaptainTruth Nov 2020 #5
I second that! alwaysinasnit Nov 2020 #7
Thanks, I'll put that in my list of what to do next if I don't get a favorable response /nt progree Nov 2020 #10
So good to hear the IRS is going after the big bucks and habitual tax evaders... This will probably Karadeniz Nov 2020 #11
That's what I was just thinking.. choie Nov 2020 #14
Go to H&R Block and have them help pnwest Nov 2020 #12
Every IRS agent I've ever dealt with has been great PSPS Nov 2020 #13
I've had very good response too progree Nov 2020 #15
I had an audit once. The agent gave me her phone number and email. PSPS Nov 2020 #16
I got a response - first time I've heard back. "We need to process all of your info..." progree Feb 2021 #17
Finally, they folded 9 months later progree Nov 2021 #18
Thank goodness! FireUpChips10 Nov 2021 #19
The IRS desperately needs more agents. I think that the recent bill calls for more to look for tax question everything Nov 2021 #20
Yes, I am So-o-o-o-o-o-o glad I didn't have to talk to someone ... progree Nov 2021 #21
HEY! Where you been?!? A HERETIC I AM Nov 2021 #22
I was getting far behind on personal and household projects that I took a break progree Nov 2021 #23
I get it. Sometimes life gets in the way! A HERETIC I AM Nov 2021 #24
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