turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
Vanessa A
Expert Alumni

Copies of Documents to include with Pennsylvania Return

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
Vanessa A
Expert Alumni

Copies of Documents to include with Pennsylvania Return

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies