In the Form 1040 instruction where it talks about how to assemble your return, it says: “File your return, schedules, and other attachments on standard size paper. Cutting the paper may cause problems in processing your return.”
Well, my Form 1099-R comes only as an e-document that I must print out. I have withholding shown on it. Only the top one-third of the page goes with my federal return (Copy B). The bottom two-third of the page shows my copy of the form and the copy that goes with my state return.
My questions:
Thanks.
The federal copy of your 1099-R should not cause a problem. Staple all your tax pages (forms and schedules) together in the upper left corner.
If you are filing on paper by mail, staple 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. Only staple these forms to the first page of your 1040 – do not allow your staple to go through all the forms in your return.