☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Feb 23, 2026 1:10:59 PM

Required documents for 2025 Pennsylvania return

I'm ready to mail in my 2025 Pennsylvania return.  I don't remember what documents are required with the return.  I have the following federal documents, which ones are required:  1099-R, 1099-SSA, 10199-DIV,

1098-Mortgage Statement.

 

Thankyou.

 

 

0 1 260
1 Replies
Employee Tax Expert
Feb 24, 2026 11:32:44 AM

To mail your 2025 Pennsylvania return, you will need to include the following information along with your full copy of your PA return:

 

  1. A full copy of your Federal Form 1040
  2. Copies of you Form 1099-Rs
  3. Any W-2s

 

Generally, you are not required to include copies of:

 

  • Your 1099-DIV (unless there was state tax withheld)
  • Your 1099-SSA, since PA does not tax SS benefits
  • Your 1098 (Mortgage), since this is a Federal form and PA does not have a deduction for this