IRS requiring 1099-SSA copy

Forum|Forum|2 years ago
March 24, 2024
1 reply
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Info from this 1099-SSA was entered in Turbotax correctly and e-filed. IRS is requiring a copy to confirm fed tax withheld. Why is this even necessary? Don't they have access to this form already??

Best answer by SteamTrain

@Bet6

Read the mail request from the IRS carefully again...Be sure they are not also asking for any other forms that show Federal withholding too. Like W-2 or 1099-R forms. So that you send them everything they want. (It did come as a Post Office mailing on paper correct? NOT an e-mail request. E-mail requests are likely scams)

Also look at your actual printed form 1040. Check the lines 25 a,b,c,d to ensure the withholding totals you entered actually matches what's on the various tax forms you entered.

SteamTrain

Employee

They might... but apparently something in your tax withholding entries didn't match what they received from Social Security. ...either that or they thought the withholding was an unreasonable number.

Occasionally people mis-enter some fields by typing quickly and not confirming what they actually entered.

Say, withholding was supposed to be $234, and it was double-keyed as $2334.....or perhaps you accidentally entered $$ from the Medicare premium box, into the Fed withholding box. It happens, then the IRS asks to see a copy of your actual SSA-1099 form because they are suspicious of the number you entered.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Bet6Author

guess they must have thought it was unreasonable, because the numbers entered match what is on the form.

SteamTrainAnswer

Employee

@Bet6

Also look at your actual printed form 1040. Check the lines 25 a,b,c,d to ensure the withholding totals you entered actually matches what's on the various tax forms you entered.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*