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IRS instruction on attaching Form 1099-R
In the Form 1040 instruction where it talks about how to assemble your return, it says: “File your return, schedules, and other attachments on standard size paper. Cutting the paper may cause problems in processing your return.”
Well, my Form 1099-R comes only as an e-document that I must print out. I have withholding shown on it. Only the top one-third of the page goes with my federal return (Copy B). The bottom two-third of the page shows my copy of the form and the copy that goes with my state return.
My questions:
- I will be mailing in my return. In my case, I must attach Form 1099-R. I have no choice but to cut the paper so that the IRS gets only Copy B of the form. Therefore, my Form 1099-R won’t be on the standard size paper that the IRS likes to get. How likely am I to have a problem with the IRS?
- May I staple Form 1099-R to anywhere on the front of Form 1040, page 1?
Thanks.
February 19, 2020
5:33 AM