Thank you for your response. However I am still not sure what documents are required, if any. I did click on the link you provided and read the instructions on "assembling your PA-40." It states to submit forms 1099R and "other statements that show other compensation and any PA tax withheld." Does this mean I don't need to submit any 1099 docs since the state does not tax income stated on these documents, for retired taxpayers? Also the cover sheet you refer to from TT when printing out the state return does not specifically spell out what docs must be included. It only states "...mail all pages of your signed return along with any required attachments."
