IRS asks for 1099s even though e-filed 3 separate occasions

Forum|Forum|2 years ago
February 7, 2024
3 replies
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3 times, the IRS has asked for my 1099s (box 6) since retired'. I file 1040SR. Never an error on the return itself. The question is not why they are asking for it but why Turbo Tax doesn't include the 1099s when e-filing if the IRS requires it. Or at least provides the OPTION to do so. If I try efiling again, I will know then to attach it b/c it's a probability that they will ask for it again. Each time, it takes over 2 months to get my refund - defeats the purpose for e-filing.

TurboTax Free Edition Online

Best answer by avance

Your issue is almost certainly that the withholding that you have (correctly) reported does not match what the IRS has actually received.

It is odd that the same thing happens year after year. What you might do is ask for one or more transcripts for your previous returns, The transcripts sometimes has the "computer" value along with the taxpayer value, which would allow you to compare what the IRS is getting from other sources as compared to what it is getting from you.

This may point to the source of the mismatch.

Note, if this is the problem - you won't see any mismatch - it's all on the IRS side (which is not the same as saying that it is the IRS's fault).

We are having the same issue. Last year the e-file return was rejected. It seemed like they couldn't figure out what the voluntary withholding was and the letter asked to provide documentation such as other 1099s as if there was other income we were trying to hide. It took months to get the refund. I think it's due to this article on the Social Security Administration website: https://secure.ssa.gov/poms.nsf/lnx/

(Just type 0205 then 002 then 016 number to end of URL, won't let me post here.)

I called the IRS and spoke to two people to find out how they wanted it handled this year so no rejections, and the answer was always "Mail it in" so this year I am e-filing but going to mail in a paper copy in with a copy of the SSA-1099 attached at the same time to see if I can get it to not reject that way. No e-filing companies seem to allow this document to be attached and don't understand it's being requested now by the SSA.

fanfare

Employee

which type of 1099 are you talking about ?

RB2024Author

Form SSA-1099 from Social Security.

VolvoGirl

Employee

I would check and make sure your info at Social Security is right. Like your name and ssn. Are they right on your SSA-1099? Something is not matching at the IRS.

Opus 17

Employee

Turbotax would never send a physical or digital copy of the form, but it does transmit the information that you enter. If the IRS wants to verify by seeing your paper copy, that suggests that there is some kind of mismatch between what the paper form says, what you have typed in, and the information the IRS gets from the SSA. It's impossible for us to know where the mismatch is or why it is occurring, since we can't see your tax file, or your information at the IRS or SSA. It might be in the spelling of the names, the SSN, date of birth, dollar amount, or something else.

RB2024Author

As far as info to check, the 1040SR is pretty simple and ditto the SSA1099 sent by social security. I do have an addt'l 1099 that is about the same in simplicity, but I checked for any kind of wrong info and didn't see anything.

The mismatch theory sounds plausible but from what I can check, I do not find any incorrect entries on the 1099s or the 1040SR. Wouldn't t the info I get from SS the same as what IRS gets? Also, since IRS is referring to withholding, is it only then the withholding amount they are questioning? If so, then comparing the w/holding amt submitted against the 1099s is fairly straightforward. The withholding amount is definitely correct.

BillM223

Your issue is almost certainly that the withholding that you have (correctly) reported does not match what the IRS has actually received.

This may point to the source of the mismatch.

Note, if this is the problem - you won't see any mismatch - it's all on the IRS side (which is not the same as saying that it is the IRS's fault).

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maxine fredrick

if we send in electronically, why is the IRS asking for our 1099 forms to prove our refund?

CatinaT1

You don't send anything, generally, if you are e-filing. If the IRS needs anything additional, they will mail you a letter. They do this generally when what they have on file differs from what you report. Sometimes it can be an indication of fraud.

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