You'll need to sign in or create an account to connect with an expert.
No need to send 1099R to the IRS, per the IRS web site. See below.
"Do taxpayers need to submit Forms W-2, W-2G, W-2GU and Form 1099-R to the IRS?
No. The requirement to attach Forms W-2, W-2G, W-2GU and Form 1099-R has been
eliminated for electronically filed returns. However, taxpayers should keep records of these
attachments with a copy of their tax return."
Source: page 2 of https://www.irs.gov/pub/irs-utl/2008_irs_e-file_faq.pdf
EDITED 3-11-2017 to add below statement.
If the return is paper filed and taxes are withheld then the 1099R is be attached to the paper return, just like a W-2 is attached.
No need to send 1099R to the IRS, per the IRS web site. See below.
"Do taxpayers need to submit Forms W-2, W-2G, W-2GU and Form 1099-R to the IRS?
No. The requirement to attach Forms W-2, W-2G, W-2GU and Form 1099-R has been
eliminated for electronically filed returns. However, taxpayers should keep records of these
attachments with a copy of their tax return."
Source: page 2 of https://www.irs.gov/pub/irs-utl/2008_irs_e-file_faq.pdf
EDITED 3-11-2017 to add below statement.
If the return is paper filed and taxes are withheld then the 1099R is be attached to the paper return, just like a W-2 is attached.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
dianagandara1016
New Member
kendunk21
Level 1
rbasel
New Member
ulises_campos_22
New Member
KauWai83
Level 2