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Retirement tax questions
@KinNC If you import your 1099R into your tax software and e-file the return, then it has all been done electronically. If you import the 1099R but choose to file by mail for some reason, then you have to include a printed copy of the 1099R with your Form 1040. Whenever you mail a tax return to the IRS in an envelope you have to include copies of any W-2's or 1099's that show tax withheld.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎January 17, 2022
7:36 AM