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Level 1
June 1, 2019
Solved

Do 1099 r need to be sent when filing electronically

  • June 1, 2019
  • 1 reply
  • 11 views

Where in the IRS regulation does it state that 1099 r does not have to be attached if filing taxes on line. It does state that 1099 r must be attached if the forms are mailed

Best answer by KittyM

When you enter the online filing data, you create a facsimile copy of the 1099-R for data entry.  The IRS does not want a copy of your paper 1099-R because they already received a copy of your 1099-R from your account administrator.  

As long as what you entered matches what they have, they do not need your copy.  If they want to see it, they will write you, so be sure to keep your original 1099-R in a safe place.

1 reply

KittyMAnswer
Level 10
June 1, 2019

When you enter the online filing data, you create a facsimile copy of the 1099-R for data entry.  The IRS does not want a copy of your paper 1099-R because they already received a copy of your 1099-R from your account administrator.  

As long as what you entered matches what they have, they do not need your copy.  If they want to see it, they will write you, so be sure to keep your original 1099-R in a safe place.