turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

rjmiz1
New Member

Do 1099 r need to be sent when filing electronically

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

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Do 1099 r need to be sent when filing electronically

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.

View solution in original post

1 Reply

Do 1099 r need to be sent when filing electronically

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.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question