Form 1099-R

Forum|Forum|1 year ago
March 25, 2025
3 replies
28 views

My form 1099-R shows federal income tax withholding and it says that I must attach a copy to my return. Does this mean I cannot file electronically and must mail a paper copy to the IRS? As for the California state tax return, there is also withholding but it says "file this copy... when required". Can I file electronically or must also mail a paper copy to the Franchise Tax Board?

Best answer by KrisD15

Yes, you can file electronically.

The IRS and the State of California get a copy of the form.

TurboTax will include the information from the form so that the IRS and State of California can match their copy.

You do not need to mail your return to include that 1099-R

KrisD15Answer

Level 15

Yes, you can file electronically.

The IRS and the State of California get a copy of the form.

TurboTax will include the information from the form so that the IRS and State of California can match their copy.

You do not need to mail your return to include that 1099-R

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VolvoGirl

Level 15

That just means if you mail your return you should include a copy of the 1099R if it shows any withholding on it.

evan1941

Level 2

For several years the California tax folks sent me letters indicating that I owed tax when in fact all of the taxes had been paid in R-1099 withholdings. The California representative said that they do not get the R-1099’s. Because of this recurring problem, I started filing the returns by mail and including copies of the R-1099’s. This method delays my refund. I would like to find a way to attach the R-1099’s to the electronic return filing.

VolvoGirl

Level 15

Maybe they didn’t get the copy from the issuer. I would check with the plan. I assume it showed up on the right line CA 540 line 71? All I get are 1099R forms and California is fine with them so far.