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retirementtp
New Member

I have a 1099-R for a 401K do I attach copy 2 for the state taxes with held and copy B for the Federal.

I am not retired but is of age where i can take from my 401k and not have to rollover so how do I attach the 1099-R to both the federal and state, the taxes are already done I just need to know where to attach the 1099-R for mailing. 

1 Reply
KatrinaB
Intuit Alumni

I have a 1099-R for a 401K do I attach copy 2 for the state taxes with held and copy B for the Federal.

Federal Return:

If federal tax was withheld, then you will attach copy b of Form 1099-R along with Forms W-2, W-2G and 2439 to the front of Form 1040.

Please click the link below for more information.

https://www.irs.gov/pub/irs-news/at-01-30.pdf


State Return

Each state has different rules for what should be included when mailing your return. You will need to check your state's website. However, if you are required to send a copy of Form 1099-R then you will send copy 2.

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