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Sending 1099-R After E-Filing
I E-Filed my Federal and State (PA) Income tax using TurboTax. I had a 401k rollover in 2020 and I thought I saw where TurboTax said to include a copy of the 1099-R form when filing the state income tax. I didn't see anywhere in TurboTax where I could attach this form. Since I already E-filed, should I still send this form in the mail or is it not necessary...or will the state request it when processing my taxes if needed?
Update: I didn't realize, but Turbo Tax includes a Gross Compensation Worksheet that includes entries from the W2 and 1099-R. I'm guessing this will be enough.
‎February 14, 2021
2:23 PM