1099R Sent with Tax Return

syoung123 · ‎March 15, 2023

Hello, I am sending my tax return via mail. I have a 1099R with no (zero) tax withholdings. Do I need to send in the 1099R (copy B for federal tax filing) with the tax return? Thank you.

HelenC12 · ‎March 15, 2023

No, you don't have to send in your 1099-R if it doesn't have any withholding.

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HelenC12 · ‎March 15, 2023

No, you don't have to send in your 1099-R if it doesn't have any withholding.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

syoung123 · ‎March 15, 2023

Thank you

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1099R Sent with Tax Return