How do I attach my 1099-R when I efile my Federal taxes?

[kittykittykittykittykitty]

I don't see a place to link to my 1099-R. The IRS wants to see this document!

[VolvoGirl]

You can't attach the actual 1099R to your return if you efile.  You can if you print and mail your return.  You should keep a copy with your records if the IRS sends you a letter and wants to see it.  Did you get a letter?  How do you know the IRS wants to see it?  

[dmertz]

If your Form 1099-R shows tax withholding, TurboTax automatically includes the details of the Form 1099-R in your e-filing.  If there is no tax withholding shown, there is no requirement to provide a copy of the Form 1099-R.

[cinmgil]

Just to be sure, if I E-file, I do not need to somehow upload and include the actual physical 1099-R and 1099-B documents that are required if I print and mail my return?

[DawnC]

Correct.   @cinmgil   If you e-file, you do not mail anything.   If you file by mail, include copies of your tax forms.  

[SteamTrain]

BUT, you do keep those forms for several years (I suggest 7 or more), just in case the IRS, or the State tax department decides to ask questions, or perhaps to actually audit you.  That can be a either a random check, or something they "think" you might have entered wrong.

[kittykittykittykittykitty]

The IRS sent me a letter in 2021 and 2022. This year, THEY DID NOT! Yippee! Refund happened!