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New Member
posted May 31, 2019 8:48:22 PM

How to attach form 1099r or where should i send it when i finish filing

0 3 5910
3 Replies
Level 7
May 31, 2019 8:48:24 PM

If you are filing on paper by mail, attach the 1099-R to your Federal income tax return only if there is an entry in Box 4 for Federal income tax withheld.  Staple it to the front on your return.

If you are efiling your return, you do not send the 1099-R.  Just keep it for your records.

Level 1
Feb 8, 2020 10:40:11 AM

Why is the IRS asking for my wife's AGI when we are filing jointly via tax. - rejects 3 times 

She passed I Aug.

Intuit Alumni
Feb 8, 2020 11:50:12 AM

If you filed jointly in 2018, her AGI would be the same as yours.

 

Here is a Help Article that covers the steps to correct a rejected return as well as covers printing and mailing your return if that is necessary:  Rejected Returns/Printing and Mailing my Returns

 

Please note that I generally suggest that if your return has been rejected more than twice, that you go ahead and file on paper.

 

I am also including a TurboTax Help Article with more details on filing in your situation:  Joint Return w/Deceased Spouse