Can I attach a form 1099R to my return if I efile?

Forum|Forum|7 years ago
June 5, 2019
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No. If you efile, you do not have to and should not mail in your 1099-R. Probably what you saw is that for paper filings a copy of the 1099-R must be attached to the tax return if any withholding was taken out.

Please feel free to post any additional details or questions in the comment section.

Anonymous

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Please feel free to post any additional details or questions in the comment section.

mellott1609

Level 2

The answer mentioned here is incorrect in that it states that you do not have to mail in your 1099-R forms to the IRS if you e-file. I e-filed my returns and have had to deal with IRS audits the past 2 years, because the Federal withholding on my 1099-R, which was reported on my Turbotax return did not have supporting 1099-R forms. It was a real pain to clear it up with the IRS - many wasted hours of my life... I consider the inability to attach files to my electronic filing a severe shortcoming of Turbotax. Unfortunately, I'll have to file printed returns to include my 1099-R forms this year to avoid yet another audit by the IRS.

DoninGA

Level 15

My e-filled return was accepted in Feb. I received a letter from IRS asking me to mail in a copy of 1099-R.

Because of this I have not received my refund (as of Aug 8). This is a real problem with Turbo-Tax and needs to

be fixed. I probably can't use it next year unless I know it is fixed. There has to be a way to attach the 1099-R to

an e-filed return.

@wre111531 wrote:

My e-filled return was accepted in Feb. I received a letter from IRS asking me to mail in a copy of 1099-R.

Because of this I have not received my refund (as of Aug 8). This is a real problem with Turbo-Tax and needs to

be fixed. I probably can't use it next year unless I know it is fixed. There has to be a way to attach the 1099-R to

an e-filed return.

The IRS requesting you provide the actual Form 1099-R that you received has nothing to do with TurboTax or with any other tax preparation software you could have used. The IRS either did not receive a copy of the Form 1099-R from the Payer or the form they did receive does not have the same tax data as what you entered on the e-filed tax return.

I have been e-filing my federal tax returns with tax data from the Form 1099-R for the past 17 years with no issue whatsoever with the IRS. Some years tax data from multiple Form 1099-R's.