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additional documents required with Pennsylvania E-file
Because I had PA taxes withheld on two minimum distributions from IRA's, PA requires that the 1099-R's be attached to the return. (PA does not tax IRA distributions, so they were not included in the return. Now, 12 weeks after I filed, I have a request to submit the 1099-R's How can I avoid this in the future? Since we are retired and do not have employment income, having the taxes withheld is a convenient way to withhold without sending PA a quarterly payment. Is there a way Turbotax can include these documents?
‎April 9, 2023
10:54 AM