No...if you e-file you do not have to attach the actual 1099-R form to send to PA or any other state. You just need to make sure you have entered your 1099-R data in the Federal section....ANNND...then, during the PA section interview, you identify what pension/retirement type the 1099-R distribution came from
BUT..the IRS or state occasionally pull e-filed tax returns out and later ask the taxpayer to send them those forms to check up on what you e-filed.....or if they expect you mis-reported the data on the form. So you do have to keep your paper copies of your tax documentation for (Say) 7 years or more (We always debate on exactly how long)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
