e-fling and 1099-R forms

[jkerber44]

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]

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.

[jkerber44]

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

[ColeenD3]

 Attach Forms 1099-R only if tax was withheld. 

[jkerber44]

Thanks.