Retirement tax questions

Thanks for the reply.  I guess I can't continue to e-file, as I have done for many years until this issue came up in 2024, as the copy of the 1099-R must be sent in order for them to process the return.

 

On the Form 511 (Oklahoma form that was e-filed) it plainly states under Part 3 Tax Credits and Payments line 21 : (enclose all W-2's, 1099's or other witholding statements).

 

I would think TurboTax, at least, should add a way to attach the document Oklahoma requires to process the return. Years ago Turbotax e-file for Oklahoma included the federal return which had the W-2's, 1099's etc for Oklahoma Tax Commission to see but not anymore.