Do I need to mail in my Pennsylvania return if it was filed and accepted online?

Forum|Forum|4 years ago
April 4, 2022
2 replies
2 views

I thought there was a note about mailing during the preparation, but at the end I never got instructions to mail.

TurboTax Deluxe Online

Rainman12

Alumni - Champ

If you got a message saying your PA return was accepted, you shouldn't have to mail anything. If you owed, you can pay on line. https://www.revenue.pa.gov/OnlineServices/MakeAPayment/Pages/default.aspx

If PA DOR wants more info, they'll write to you.

PattiF

Level 15

"For Forms 1099-MISC, 1099-NEC, and 1099-R, you are only required to submit actual copies of these forms if there is PA tax withholding reported on the forms."

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

ntaxsmith

Level 2

I have this situation (PA taxes withheld via 1099-R). How do I subit the required documents? I.e, where do I send them, how do I prepare the statement that PA requires for this?

From the PA-40 instructions: "Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC. Photocopies of your Form(s) W-2 (be sure the information is legible), or your actual Form(s) W-2. Include a statement to list and total your other taxable compensation. You must submit photocopies of your Form(s) 1099-R, 1099-MISC, 1099-NEC and other statements that show other compensation and any PA tax withheld."

I'm frustrated that this is required, but TurboTax did not provide any help or instructions for this. For my situation, this was required in 2022 but I did not know about it and I did not send these documents in, and got a request for information later in the year to do so. Now I'm filing for 2023, but still no instructions from TurboTax on how to do it.

DianeW777

Level 15

It depends. If you are using e-file for your tax return, then do not mail these documents right now. Pennsylvania (PA) has instruction as though you are sending a paper return and mailing it. The IRS also requires specific documents when you mail a paper tax return (W-2, 1099-R and any document with federal withholding). It is not required with a return send through e-file.

Keep the forms with your tax file should they actually request a copy of any or all. It's not common, however if you do get a letter that will be the time to send them.

@ntaxsmith

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"