Skip to main content
Level 1
March 1, 2021
Solved

Why do I need a 1040SR form with a VT state return?

  • March 1, 2021
  • 2 replies
  • 26 views

TurboTax prints out a Federal Form 1040SR to go with the printed forms for mailing my Vermont State return.  I can't figure out if I really need this.  TurboTax has never done this before.  I have not had any reason to recompute my Federal return.  Any one have an answer?  Otherwise my faith in TurbTax is shaken.

    Best answer by DianeW777

    Yes. Vermont (VT) requires a complete copy of the federal return when you mail your state return. Here is an excerpt form the VT Income Tax Return Booklet.

    • If you are mailing in your return, please provide a complete copy of your federal Form 1040 (or 1040-SR), U.S. Individual Income Tax Return, as filed with the IRS along with all schedules. If filing jointly, you must enter the name and Social Security Number of your spouse/civil union partner.

    2 replies

    DianeW777Answer
    Level 15
    March 1, 2021

    Yes. Vermont (VT) requires a complete copy of the federal return when you mail your state return. Here is an excerpt form the VT Income Tax Return Booklet.

    • If you are mailing in your return, please provide a complete copy of your federal Form 1040 (or 1040-SR), U.S. Individual Income Tax Return, as filed with the IRS along with all schedules. If filing jointly, you must enter the name and Social Security Number of your spouse/civil union partner.
    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Alumni - Champ
    March 1, 2021
    **Answers are correct to the best of my ability but do not constitute tax or legal advice.