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station99f
Level 1

I have multiple 1099-R and efile with PA. These are all qualified plans thus no PA taxes. Do I still need to send these to PA when sending my check

 
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‎February 11, 2025 7:09 AM
last updated ‎February 11, 2025 7:09 AM
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KrisD15
Employee Tax Expert
Employee Tax Expert

I have multiple 1099-R and efile with PA. These are all qualified plans thus no PA taxes. Do I still need to send these to PA when sending my check

No. 

If you are only sending a check as payment with a voucher, (you e-filed the return)  no, the 1099-R's are not included with the payment. 

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‎February 11, 2025 7:13 AM
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station99f
Level 1

I have multiple 1099-R and efile with PA. These are all qualified plans thus no PA taxes. Do I still need to send these to PA when sending my check

Thank you for confirming this!

 

View solution in original post

‎February 11, 2025 7:16 AM
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2 Replies
KrisD15
Employee Tax Expert
Employee Tax Expert

I have multiple 1099-R and efile with PA. These are all qualified plans thus no PA taxes. Do I still need to send these to PA when sending my check

No. 

If you are only sending a check as payment with a voucher, (you e-filed the return)  no, the 1099-R's are not included with the payment. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 11, 2025 7:13 AM
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1
460
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station99f
Level 1

I have multiple 1099-R and efile with PA. These are all qualified plans thus no PA taxes. Do I still need to send these to PA when sending my check

Thank you for confirming this!

 

‎February 11, 2025 7:16 AM
0
457
Reply
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