Can I attach a form 1099R to my return if I efile?

[MichaelDC · Accepted solution]

No. If you efile, you do not have to and should not mail in your 1099-R.  Probably what you saw is that for paper filings a copy of the 1099-R must be attached to the tax return if any withholding was taken out.

Please feel free to post any additional details or questions in the comment section.

[mellott1609]

The answer mentioned here is incorrect in that it states that you do not have to mail in your 1099-R forms to the IRS if you e-file.  I e-filed my returns and have had to deal with IRS audits the past 2 years, because the Federal withholding on my 1099-R, which was reported on my Turbotax return did not have supporting 1099-R forms.  It was a real pain to clear it up with the IRS - many wasted hours of my life...  I consider the inability to attach files to my electronic filing a severe shortcoming of Turbotax.  Unfortunately, I'll have to file printed returns to include my 1099-R forms this year to avoid yet another audit by the IRS.

[cmtn]

same thing happened to me.  IRS delayed my return because the 1099r was not attached with the turbotax efile.  Now on next year returns I see no way to attach the 1099r pdf.   Big problem with turbotax.

[DoninGA]

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@cmtn wrote:

same thing happened to me.  IRS delayed my return because the 1099r was not attached with the turbotax efile.  Now on next year returns I see no way to attach the 1099r pdf.   Big problem with turbotax.

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The Form 1099-R is not attached to an e-filed federal tax return.  All the information on the Form 1099-R, CSA-1099-R, CSF-1099-R or RRB-1099-R is entered on your federal tax return.  All that information is sent with the e-filed tax return to the IRS.

I have been entering Form1099-R's on my federal tax return for over a decade with never an issue with the IRS.

[Recon2]

Hey turbo tax , are you sure no 1099R's need filed with a file....

I normally paper file--turbotax--never a problem except a little slow. But I want no problems with the IRS. Seems , they must have all, supporting documents for withheld taxes. No uploads for this documentation....?

[DoninGA]

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@Recon2 wrote:

Hey turbo tax , are you sure no 1099R's need filed with a file....

I normally paper file--turbotax--never a problem except a little slow. But I want no problems with the IRS. Seems , they must have all, supporting documents for withheld taxes. No uploads for this documentation....?

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Not with an e-filed, electronically filed tax return.  If you were mailing the tax return then the Form 1099-R would have to be attached if it had taxes withheld on the form.

[Recon2]

Got it.

Thanks