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posted Jun 7, 2019 5:02:22 PM

I do NOT have any W2 forms but I DO HAVE 1099-R forms. Do I need to send the actual form in with my tax and how is that done???

I just want to know whether the actual physical form has to be submitted with my taxes?

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1 Best answer
Level 15
Jun 7, 2019 5:02:23 PM

You can e-file your return and the 1099R's do NOT need to get sent to IRS (as the issuer of the 1099R's sends the IRS a copy of them).

So your return filed will be 100% paperless (unless you have a very unusual situation and we will alert you if something needs to be mailed to IRS).

Now if you do not e-file and paper file the tax return, then the 1099R's and any other documents that have Federal taxes withheld would be mailed with the return to IRS.

1 Replies
Level 15
Jun 7, 2019 5:02:23 PM

You can e-file your return and the 1099R's do NOT need to get sent to IRS (as the issuer of the 1099R's sends the IRS a copy of them).

So your return filed will be 100% paperless (unless you have a very unusual situation and we will alert you if something needs to be mailed to IRS).

Now if you do not e-file and paper file the tax return, then the 1099R's and any other documents that have Federal taxes withheld would be mailed with the return to IRS.