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Do I need to attach 1099-R that confirms Fed withholding

Turbo software hasn't asked me to attach 1099-R that shows Fed tax withheld
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Do I need to attach 1099-R that confirms Fed withholding

You only attach it if you are mailing the return.  Are you?  If you efile you don't "attach" anything.  You do have to enter it though.  Did you enter it?

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

Do I need to attach 1099-R that confirms Fed withholding

Great information. Thanks for your post.

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