Skip to main content
Level 2
February 21, 2023
Question

1099 R

  • February 21, 2023
  • 2 replies
  • 2 views

If I e-file, how do I send a copy of my 1099 R to the IRS, as required ?

2 replies

Level 15
February 21, 2023

If you e-file you do not send any papers to the IRS.  It is all done electronically.  Why do you think you are supposed to mail it?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
SteamTrain
Level 15
February 21, 2023

...BUT...make sure you save them in a tax folder for 2022....just in case the IRS has some later questions about it any time in the next 3-to-7 years.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
VolvoGirl
Level 15
February 21, 2023

You don't need to send a copy of any forms wh3n you efile.  The IRS gets it from the efile.  It's only if you mail your 1040 tax return to the IRS that you need to include W2 and any 1099 that show withholding on them.