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What info is actually transmitted in e-filing?

Forum|Forum|3 years ago
March 27, 2023
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What information is actually sent to the IRS when e-filing? Is it only the info from the forms that would be sent for paper filing (form numbers, lines, and amounts) or are 1099 forms that have been imported or created during the preparation process also sent as part of the e-file process?

A good amount of the effort in using TT is in checking all details of imported 1099 forms and properly creating additional forms when needed. If only the box numbers and amounts amounts which flow into the actual tax forms are relevant, can we relax detailed checking of items such as addresses and IRS numbers of payers?

I don't have a problem with checking everything in detail, but I'd like to understand better where there are potential problems in e-filing or with IRS and state acceptance of returns.

TurboTax Home & Biz Windows

Best answer by AliciaP1

No, 1099 forms are not sent to the IRS when you e-file nor should you send them in if you mail your paper return. It doesn't hurt to check the details because sometimes there can be an error from an upload, but the address or EIN of the payer is not an essential item. It is important, however, to ensure the EIN on an uploaded W-2 is correct because if you have more than one W-2 TurboTax helps determine you paid the correct social security tax (and did not have over-withholding).

AliciaP1Answer

No, 1099 forms are not sent to the IRS when you e-file nor should you send them in if you mail your paper return. It doesn't hurt to check the details because sometimes there can be an error from an upload, but the address or EIN of the payer is not an essential item. It is important, however, to ensure the EIN on an uploaded W-2 is correct because if you have more than one W-2 TurboTax helps determine you paid the correct social security tax (and did not have over-withholding).

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J

JohnWSAuthor

Thanks! That is the answer I was expecting. I've been a TT user for many years and have never had an e-filed return rejected, but I'm pretty compulsive about checking (and have found a couple TT bugs over the years).

Now for the last round of checks for 2022...