TomK100
Expert Alumni

Retirement tax questions

The federal copy of your 1099-R should not cause a problem. Staple all your tax pages (forms and schedules) together in the upper left corner.

If you are filing on paper by mail, staple the 1099-R to your Federal income tax return ONLY if there is an entry in Box 4 for Federal income tax withheld. Staple it to the front on your return.  Only staple these forms to the first page of your 1040 – do not allow your staple to go through all the forms in your return.

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