Melissa & Jason Call
Awaiting infoResults (as prepared)
Federal matches system; OH return located
Blocking item / next step
Verify original return before finalizing amendment (1099-R, IRA ded., carryforwards).
Notes on file
Aug 10, 2026 4:30pm
Melissa returned my call. We removed the 1099-R from the return. We need to find out if a school district return was filed for Melissa. A request was made to the Ohio DOT and we are awaiting a pin number to access her account.
Aug 10, 2026 12:06pm
A phone call message was left for Melissa @ 419-450-7718. In her secured message, there is a note that the retirement documents were included with the return. There is a form showing the SIMPLE contributions of $1200. However, we do not have the 1099-R reporting a $1200 distribution that was reported on the original return. We may need to pull the IRS transcript to verify this information.