Per colleagues, IRS requested copy of W-2 form, form 1099R, and/or form 1099 SSA (with w/h). Not sure if this was already mentioned on this forum. Can't recall this ever happening with me, although Pennsylvania will occasionally request a 1099R if there is PA income tax withheld.
Maybe once or twice a season I get a client with a request like this.
Ive got several clients that get 1099MISC from an Indian tribe (tribes with casinos pay out $$ to their members each year) with fed and state withholding and both IRS and CA struggle getting these amounts verified in their system, so these are the ones that usually get the letter.
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