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Retirement tax questions
Please clarify:
What state return do you need to attach Form 1099-R to?
Are you paper-filing, or electronically filing, your return?
Why do you believe you need to attach the form? There’s typically not a need to attach it to your state return, unless there’s state withholding on it. If you’re e-filing and there’s withholding, it’ll attach automatically.
February 27, 2023
3:23 PM