What does it mean to attach first copy or Copy B of forms 1099R to the front of the Form 1040 SR? What is the first copy? What is Copy B of forms 1099R??

Forum|Forum|6 years ago
July 8, 2020
6 replies
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VolvoGirl

Level 15

Just attach any copy of your 1099R. It doesn't matter which one. If you are mailing your return you need to attach any 1099 forms that show withholding on them in box 4.

Fotoman1

Level 4

So, I have two 1099-R forms but neither of them have any withholdings. Therefore, I don't need to attach them is what you are saying?

Thanks for the clarification!

DianeW777

Level 15

Yes, you must attach both of your Forms 1099-R to your 1040 if mailing your tax return to the IRS. Even if they have no federal withholding tax, they want these copies attached.

They are not completely 'in sink' with the rules on what needs to be attached and what does not, You can always be sure that a Form 1099-R and any W-2s, or any other tax document that does show federal withholding, should be attached to a return that is being mailed

@Fotoman1

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