DianeW777
Expert Alumni

Get your taxes done using TurboTax

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 

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