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Level 1
posted Oct 1, 2020 4:25:24 PM

How to submit 1099-R forms for 1040

I Efiled with Turbotax for 2019.  There were not instructions on how to submit the 1099-R forms, which the IRS REQUIRES.  Professional tax programs include a feature for submitting electronic copies of 1099-R forms.   Turbotax is apparently deficient in this area.  Do I now wait for the IRS letter (4 months from now?) asking for the forms?  Is there any special procedure for mailing them to the IRS now?

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3 Replies
Level 15
Oct 1, 2020 4:28:10 PM

If you efile you don't have to send the actual copies.  You did enter them into Turbo Tax right?  If you mail your return you only need to attach a 1099R if it has federal withholding in box 4.

Level 15
Oct 1, 2020 4:38:35 PM

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Level 1
Oct 1, 2020 4:39:36 PM

Thanks i TurboTax could have said that somewhere in its program.