Paid pa state taxes will get refund do i have to send 1099R in to the state

rog610 · ‎March 7, 2022

HelenC12 · ‎March 7, 2022

Yes, send a copy of the 1099-R form that shows PA state income tax withheld if you are mailing in your PA income tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

rog610 · ‎March 7, 2022

thank you but i filed with turbo tax eletronicaly so i guess i still have to send it to the state

PattiF · ‎March 7, 2022

You do not need to send in the 1099-R form to Pennsylvania unless there is Pennsylvania state tax withholding on the 1099-R form.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

SafetyQuinn · ‎March 12, 2023

How do you send a 1099-R to PA if you file electronically? Or do you not need to? There were PA taxes withheld on the 1099-R (which are not due).

Thanks!

PattiF · ‎March 13, 2023

If you are e-filing, you do not have to send any forms to PA. If you were mailing your return to PA, then the 1099-R forms would be included.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

SafetyQuinn · ‎March 13, 2023

Thanks so much. Doesn’t make sense to me that it would vary by how I file, but happy that it does! 😀

Unlock tailored help options in your account.