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.
