I have a 1099-R for a 401K do I attach copy 2 for the state taxes with held and copy B for the Federal.

retirementtp · ‎June 1, 2019

I am not retired but is of age where i can take from my 401k and not have to rollover so how do I attach the 1099-R to both the federal and state, the taxes are already done I just need to know where to attach the 1099-R for mailing.

KatrinaB · ‎June 1, 2019

Federal Return:

If federal tax was withheld, then you will attach copy b of Form 1099-R along with Forms W-2, W-2G and 2439 to the front of Form 1040.

Please click the link below for more information.

https://www.irs.gov/pub/irs-news/at-01-30.pdf

State Return:

Each state has different rules for what should be included when mailing your return. You will need to check your state's website. However, if you are required to send a copy of Form 1099-R then you will send copy 2.

I have a 1099-R for a 401K do I attach copy 2 for the state taxes with held and copy B for the Federal.

Retirement tax questions