Retirement tax questions

Does Turbo Tax think you need to print and mail your 1040 return?  You only need to include the 1099R and 1099B etc. if they show withholding on them (probably just on the 1099R) AND only if you are mailing your return.  

 

If you efile you do not have to mail anything in.  That is the benefit of efiling.  

 

Sure would like to see a screen shot of that message or page saying you need to upload the 1099s.  Or was that on an instruction sheet you printed out?