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Level 5
posted Feb 2, 2023 11:13:18 PM

e-Filing with one (1) 1099-r ?

My federal return is very basic.  Just one W2, one 1099-int, one 1099-r, and one traditional IRA contribution for 2022 for $7000.

 

I know PA makes you send a printed return just because of the 1099-r.

 

TurboTax gave me no problem e-filing my 2022 federal return yesterday, and I got an email that says return accepted.

 

THEN, I looked at the printed 1040 for 2021, and it looks like I mailed a printed 1040 last year with copy b of the W2 and printed 1099-r.

 

At the bottom of the printed instructions for the 2021 1040, it says I can still change my mind and e-file it!  Confusing!

 

So with one 1099-r, can I e-file, or are they going to reject my now sent federal return?

 

Or, are they going to ask me to mail everything now?

 

Thank you!

0 2 1084
2 Best answers
Expert Alumni
Feb 3, 2023 12:18:32 PM

No, you can e-file and you do not have to mail in a copy of your Form 1099-R, for your Federal Tax Return Form 1040.  You are fine.

 

Helpful Hint: Keep all of your documents related to your tax return together with a copy of your return.


 

Level 5
Feb 3, 2023 7:28:56 PM

Thank you!

2 Replies
Expert Alumni
Feb 3, 2023 12:18:32 PM

No, you can e-file and you do not have to mail in a copy of your Form 1099-R, for your Federal Tax Return Form 1040.  You are fine.

 

Helpful Hint: Keep all of your documents related to your tax return together with a copy of your return.


 

Level 5
Feb 3, 2023 7:28:56 PM

Thank you!