topic Re: It depends. If your return is being filed electronically... in Retirement tax questions

Do i need to submit a 1099R with the PA form?

wkeller879 — Thu, 06 Jun 2019 09:17:07 GMT

When I submit the PA tax form, do I include the 1099R with it?

It depends. If your return is being filed electronically...

DanielV01 — Thu, 06 Jun 2019 09:17:08 GMT

It depends. If your return is being filed electronically, you will not need to send the state or the IRS any forms unless they ask for them. For an electronic filing, a form will print out (either an 8879 or an 8453) for that acts as an equivalent to the signing page of your tax return. You sign this form, attach any necessary tax documents to the form, and then keep it for your records.

However, if you are mailing in your return, you need to attach to the first page of return the tax documents that have state tax withholdings. Whether or not you would need to attach the 1099-R to the state return will depend on whether or not PA tax was withheld.

Having said that, there is practical wisdom in: If you are unsure, attach it and send it in. You won't be penalized for sending in an extra form, but you don't want to have issues with not sending in a required form.

Re: It depends. If your return is being filed electronically...

Debbie412 — Wed, 14 Apr 2021 20:40:35 GMT

I was looking for this answer as I live in PA also. I found the following in the PA 1040 instructions:

"For Forms 1099-MISC, 1099-NEC and 1099-R, you are only required to submit actual copies of these forms if there is PA tax withholding reported on the forms."

I hope this helps!

Re: It depends. If your return is being filed electronically...

CH104 — Tue, 14 Feb 2023 19:10:11 GMT

From PA 1040 instructions:

When to Submit Forms W-2, 1099-MISC, 1099-NEC and 1099-R
For Paper Filed Returns:
If you file your PA-40 return in paper format, you must include actual
copies or photocopies of all Forms W-2. You must submit actual copies
or photocopies of all Forms 1099-R for all types of distributions regardless
of whether the distribution is taxable and/or non-taxable for PA personal
income tax purposes.