turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

If you filed your state return electronically, do you still have to mail copies of the 1099R's?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

If you filed your state return electronically, do you still have to mail copies of the 1099R's?

No, you don't.  But you need to keep all copies of those in a folder .  

Sometimes the IRS or state may ask to see copies at a later date if they have trouble matching up your filed data to what they receive from the issuers of those forms.  But, IF ...if it ever happens, that usually doesn't happen until many months later> Such a request would be made by mail...never email and never over the phone.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

1 Reply

If you filed your state return electronically, do you still have to mail copies of the 1099R's?

No, you don't.  But you need to keep all copies of those in a folder .  

Sometimes the IRS or state may ask to see copies at a later date if they have trouble matching up your filed data to what they receive from the issuers of those forms.  But, IF ...if it ever happens, that usually doesn't happen until many months later> Such a request would be made by mail...never email and never over the phone.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question