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Level 3
posted Feb 8, 2024 11:23:08 AM

Copies of Documents to include with Pennsylvania Return

I'm gathering all the necessary documents to send along my printed 2023 PA tax return. But I'm not sure what documents are necessary. TurboTax said to include all 1099Rs. However, when I googled the question, it said to include 1099Rs if there were any PA withholdings stated on the 1099Rs.  There aren't any PA withholdings on any of my 1099Rs.  

So, my question is do I have to attach any of the following documents I received to my PA tax return:

1099 R

1099 SSA

1099 DIV

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1 Best answer
Expert Alumni
Feb 8, 2024 3:41:10 PM

Pa does not tax Social Security so you do not need to include your 1099-SSA.  However, you will need to include your 1099-R and your 1099-DIV if you are mailing in your return. 

1 Replies
Expert Alumni
Feb 8, 2024 3:41:10 PM

Pa does not tax Social Security so you do not need to include your 1099-SSA.  However, you will need to include your 1099-R and your 1099-DIV if you are mailing in your return.