BillM223
Expert Alumni

Retirement tax questions

@Mike109

 

"This applies federal and state e-filing through TurboTax, correct?  We do not need attach the 1099R? "

 

TurboTax creates electronic copies of these forms (not the PDF version) and attaches them as needed to the federal and state returns.

 

You don't normally have to add any paperwork to an e-filed return unless TurboTax specifically tells you to.

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