TurboTax features

Forum|Forum|3 years ago
March 23, 2023
1 reply
3 views

If I want to use the free version of turbo tax and want to file electronically, will I be able to attach .PDF file for 2 SSA-1099s and a 1099-R? All 3 forms include voluntary tax withholding. The 1040 form states that copies of the 1099s are required if there is voluntary tax withholding.

xmasbaby0

Level 15

No. If you are e-filing your return you do not attach anything. It is all done electronically. You simply enter that information into the software and the data transmits with your tax return.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

insurance_engineeringAuthor

Level 2

Last year I filed with a competitor product via e-file and my refund was delayed for months because the IRS sent a letter requiring the 1099s be submitted via reply mail with their letter attached. I don’t want to have to go through that again!

xmasbaby0

Level 15

@insurance_engineering You cannot attach pdf's to an efile. If you want to attach copies of your documents you can file by mail. You are only required to attach documents that show tax withheld when you mail a tax return.

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.