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Mailing in 1099-R form

You no longer have to send your form 1099-R with your 1040-SR

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Mailing in 1099-R form

If you e-file your return, you do not have to send any document to the iRS.

If you mail your return, you need to attach a copy of your 1099-R only if the form shows that there is federal tax withheld.

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