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March 29, 2025
Question

IRS-supplied income but no 1099, how to input to TurboTax?

  • March 29, 2025
  • 1 reply
  • 0 views

My 2023 tax refund was delayed because the IRS needed more information. I involved the IRSTAS via my Congresswoman and the IRS finally released my refund with about $100 interest on about 2/24/2025. In the close-out letter from TAS, the agent said the interest was reportable - she said "As a reminder, the interest paid with this refund is considered taxable income received in 2024". I did not receive a 1099 for this interest income.

 

Where/how in TurboTax do I add this no-1099-documented income?

 

What is the IRS's TIN or EIN?

 

Anything else particular to this situation that would affect my 2024 filing?

 

    1 reply

    KrisD15
    March 29, 2025

    You can enter the interest as if it were on Form 1099-INT, but it needn't be. 

    You don't need the IRS EIN.

     

    Enter under

    Wages & Income

    Interest and Dividends

    Interest on 1099-INT   

     

    Select "Add investments" if needed

    Select "Skip Import" if needed

    Select Interest 1099-INT 

     

     

    Enter "IRS" as the Payer and the amount 

     

     

     

     

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