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Level 2
posted Mar 7, 2021 1:32:45 PM

Which 1099 forms do I need to include with State Return?

TurboTax tells me to include me to "Enclose my W-2s and 1099s" in the front of my return when I mail them. 

 

Do I need to enclose all my 1099s?  1099-NEC, 1099-R, 1099-INT, 1099-G, etc... Going to be a bunch if I do,  And  I am going to have to make copies, because all but one of my 1099s is a single piece of paper and doesn't have copies like the W-2 does.  Am I right to assume I only have to enclose the one that has copies already enclosed for me? (1099-R) .  State is Indiana btw.

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1 Replies
Level 15
Mar 7, 2021 6:20:10 PM

As a general rule, the copies that must be attached are the forms that had state income tax withheld (in your situation).  Those forms are to support the fact that the state taxes were withheld and submitted by your employer(s)/financial institutions.

 

So if a form doesn't have any state income tax withheld, you would not need to submit those forms.