Get your taxes done using TurboTax

First of all, the forms you need to mail will print out when you are in the process of filing your return in the program. Note that you do not need to attach the 1099-R unless the form shows federal income tax withheld in Box 4.

 

Trusts typically are drafted in conjunction with pour-over wills but, regardless, they would not be considered the same for this purpose.

 

If you are printing and mailing the federal return, I believe you will also have to print and mail the state return.