I only have "Copy B for recipient" from fund company for 1099-Div and 1099-B, is it ok to make copy and send that in if I don't have any other copies, such as a Copy 2? (this is for State of Illinois which asks for copies of 1099 to be stapled to return)

Not sure why I received 1099-R in 3 copies from Vanguard (Copy B for federal return, Copy C for my records, Copy 2 for State, City of Local), whereas 1099-Div and 1099-B only have been provided as "Copy B for Recipient"

1154

Expert Alumni

Feb 15, 2020 12:22:38 PM

Sure, it is OK to copy the information and send it in. You always need to keep one copy for your own records.

Level 15

Feb 15, 2020 1:55:48 PM

Only those forms showing tax withheld for the tax agency should be included with your mailing..

Why sign in to the Community?

I only have "Copy B for recipient" from fund company for 1099-Div and 1099-B, is it ok to make copy and send that in if I don't have any other copies, such as a Copy 2? (this is for State of Illinois which asks for copies of 1099 to be stapled to return)