@Fotoman1 wrote:
The form themselves indicate it's only required if you had withholdings. It gets kind of confusing.
I guess I'll be hearing from the IRS for the 1099-R's.
The Form 1099-R only need to be sent to the IRS if the federal tax return was mailed. If the return was e-filed you do not need to send or mail the IRS the form.
E-filing with a Form 1099-R included in my tax return for the past 19 years and never had an issue with the IRS needing the paper form.
