KellyG
New Member

Retirement tax questions

No need to send 1099R to the IRS if you E-filed, per the IRS web site.  See below.

"Do taxpayers need to submit Forms W-2, W-2G, W-2GU and Form 1099-R to the IRS? No. The requirement to attach Forms W-2, W-2G, W-2GU and Form 1099-R has been eliminated for electronically filed returns. However, taxpayers should keep records of these attachments with a copy of their tax return." 

Source:  page 2 of https://www.irs.gov/pub/irs-utl/2008_irs_e-file_faq.pdf

EDITED 3-11-2017 to add below statement. 

If the return is paper filed and taxes are withheld.. then the 1099R will be attached to the paper return, just like a W-2 is attached.  So if you are Mailing in your Return, a copy of your 1099-R would need to be attached with the return. 

Hope this Helps!...

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