e-fling and 1099-R forms

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?

470

Expert Alumni

Mar 2, 2021 12:09:30 PM

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.

Level 1

Mar 2, 2021 2:08:30 PM

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

Expert Alumni

Mar 2, 2021 2:52:08 PM

Attach Forms 1099-R only if tax was withheld.

Level 1

Mar 2, 2021 6:45:59 PM

Thanks.

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e-fling and 1099-R forms