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posted Jun 1, 2019 12:20:49 PM

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. 

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Intuit Alumni
Jun 1, 2019 12:20:51 PM

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.