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
You'll need to sign in or create an account to connect with an expert.
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.
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.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
nickdoviak
New Member
LoJoSech
Level 1
hollysmith174
Level 1
nblock23
New Member
daplasterer
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.