I'm having the same issue with TurboTax Deluxe online. Its easy enough to get mailing address, but I would like to know exactly which documents to exclude and include with the mailing. I'm sure that each state is different, and the generic AI advice is to send everything, which I'm sure is not true. See the TurboTax help AI response below. Many of these forms have "keep for your records" printed on them.
When mailing your tax return, you should include the following forms:
- W-2 Forms: Required for each job you held, reporting your wages and tax withheld.
- 1099 Forms: Include any relevant 1099s, such as:
- 1099-INT for interest income
- 1099-DIV for dividends
- 1099-MISC for miscellaneous income
- 1099-NEC for nonemployee compensation
- 1098 Forms: If applicable, include forms like:
- 1098 for mortgage interest
- 1098-T for tuition payments
- 1098-E for student loan interest
- Other Relevant Forms: Any additional forms that report income or deductions, such as 1099-R for retirement distributions.
