e-fling and 1099-R forms

Forum|Forum|5 years ago
March 2, 2021
4 replies
18 views

I normally e-file my state tax return. This year I was asked to include my 1099-R forms with my tax return. How do I do this if I e-file? Do I send copies of my 1099-R forms after I e-file the state tax return?

AmyC

Level 15

Yes, you can mail in the state copy of the form. You can check your state website, contact the Department of Revenue, for a state version of the form 8453. You can mail it in with the forms. This lets the state know that you e-filed your return but have supporting paperwork.

There are instances when paperwork should be mailed in after filing. For the federal Form 8453 and the instructions.

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jkerber44Author

Level 2

Hi Amy,

You say I can file my 1099-R after I e-file my PA return. Is it mandatory that I submit the 1099-R form? I ask because other members of the community said that filing is not necessary so long as I e-file my federal tax return with the 1099-R information included. Any clarity on this issue will be greatly appreciated.

Thanks

John