Question

IRS is requesting “missing documents” and signatures

Forum|Forum|4 years ago
September 2, 2021
4 replies
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I filed TurboTax online and my return was accepted by the IRS May 2021, but I just received a copy of my 1040 from the IRS with a green paper that had several missing items checked. I think they are sending this to me based on the first payment I mailed to them, but I want to make sure they are not needing information they should have received from TurboTax. I mailed a check along with the payment coupon I received with my downloaded documents when I filed. Why are they requesting additional forms and evidence/proof of the numbers on my 1040, as well as a hand written signature?

UPDATE: Thank you to anyone who attempted to help... I've concluded that I'm not going to get an answer to this question here, and will need to keep trying to get through to someone at the IRS for confirmation that my 2020 Tax Filing is indeed complete in their system (as it shows online), and they did apply my payments to the 2020 tax I owe (as shown in their system online), and get more clarification for what they are asking for on the green form they mailed me, or if that was a misunderstanding/mistake.

D

DanPaul02

If you tell us what forms were missing, we can tell you if TurboTax should have sent them.

S

SavinaAuthor

IRS sent a green form 3531 asking for “a valid original signature”, “supporting documents for federal income tax withheld amount”, “form 1 to support line 8”, and “form 3 to support line 20”.

This was sent to me in response to the check and payment voucher I mailed to the address on the voucher which is in NC, but it looks like they forwarded the FedEx shipment to Austin.

I’m guessing they got the payment/voucher from me and maybe their system wasn’t updated with my actual filing yet so they thought what I sent them was my official tax filing? Although they had no problem depositing my check.

On the IRS site when I logged in, said the filing was received and showed the amount I owed less my payment they already received.

Critter-3

Why ? Because they can at any time request any supporting documents at any time for any reason. But did you actually mail in the 1040 form and not just the 1040V ? And also efile the return and got a confirmation that the return was accepted for processing ? If you did they are confused so send the requested information as directed ASAP.

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SavinaAuthor

I e-filed online with TurboTax and verified today online that my return was filed and accepted by the IRS (according to TurboTax) in May. When I filed I requested a payment plan and received 4 payment vouchers to print with my documents to have for my records.

I just logged into my account on the IRS site and they never received my payment plan request, so they think I’m just not paying. There was a threatening notice to pay immediately so I set up a payment plan directly with them.

I don’t understand where the vouchers came from if that wasn’t actually relayed to the IRS, and feel that TurboTax should not be giving those out if they are not valid. TurboTax should be advising people to go to the IRS website to set up an online account and request a payment plan.

VolvoGirl

Employee

No. The 4 vouchers are 1040ES estimated payments. They are not for your tax due but are ESTIMATED payments for NEXT year so you don't end up owing too much again. They are optional to pay and the IRS won't be expecting them. They didn't get sent with your return.

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Mike9241

there are no forms 1 or 3 for the 2020 1040. Therefore, it is nothing that has to do with the Turbotax e-filing.

VolvoGirl

Employee

But there is a Schedule 1 and 3.

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SavinaAuthor

It said “schedule or form ____” with the numbers written in. So what is schedule 1 and 3 and would these have been provided by TurboTax?

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SavinaAuthor

UPDATE: Thank you to anyone who attempted to help... I've concluded that I'm not going to get an answer to this question here, and will need to keep trying to get through to someone at the IRS for confirmation that my 2020 Tax Filing is indeed complete in their system (as it shows online), and they did apply my payments to the 2020 tax I owe (as shown in their system online), and get more clarification for what they are asking for on the green form they mailed me, or if that was a misunderstanding/mistake.