topic I'm a new Wisconsin resident for 2019. Why does Wisconsin require the paper filing of 1099Rs when one files together, an intuit electronic federal and Wisconsin return? in State tax filing

I'm a new Wisconsin resident for 2019. Why does Wisconsin require the paper filing of 1099Rs when one files together, an intuit electronic federal and Wisconsin return?

apagano24 — Thu, 02 Apr 2020 15:06:40 GMT

Re: I'm a new Wisconsin resident for 2019. Why does Wisconsin require the paper filing of 1099Rs ...

KatrinaB48 — Thu, 02 Apr 2020 15:49:06 GMT

Please view this answer provided by a fellow Intuit employee.

https://ttlc.intuit.com/community/after-you-file/discussion/can-t-efile-2018-wisconsin-return-because-turbo-tax-deluxe-print-center-isn-t-including-a-copy-of/00/625032

Re: I'm a new Wisconsin resident for 2019. Why does Wisconsin require the paper filing of 1099Rs ...

apagano24 — Sun, 05 Apr 2020 12:23:24 GMT

Thank you but the issue was not about the mechanics of how Wisconsin gets my tax return electronically. The issue was, "After filing my combined 2019 Fed/Wisconsin tax returns electronically via Intuit why did Wisconsin subsequently require me to send them paper 1099Rs verifying withholding taxes paid to Wisconsin in 2019?"

Neither Wisconsin's tax instructions nor Intuit's instructions mentioned this as a requirement. When I asked Wisconsin via their text help system I got an unresponsive reply that appeared to be robo generated. Furthermore if pension administrators are sending my withholding taxes to Wisconsin aren't they transmitting the funds with identifying information? Shouldn't Wisconsin (or any state for that matter) be able to automate verification of tax receipts?

Re: I'm a new Wisconsin resident for 2019. Why does Wisconsin require the paper filing of 1099Rs ...

JulieS — Mon, 06 Apr 2020 17:49:43 GMT

The reason it is not mentioned as a requirement in Intuit's instructions, is that it is not a requirement for all taxpayers.

Unfortunately, Wisconsin does still ask for paper copies of forms from many taxpayers.

In there FAQs, they say filing electronically is normally paperless. They go on to say that you must keep all of the documents used to file your tax return for at least four years and you may be asked to submit paper copies.

The odds of being asked to submit paper copies are higher if you file for a homestead credit.