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winterge
Returning Member

What documents do I need to attach when I mail to state tax return?

i choose mail my state tax return. except W2s, what documents do I need to attach?

I have 1099 INT, 1099 DIV forms, do these forms need to be attached in envelop?

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HelenC12
Expert Alumni

What documents do I need to attach when I mail to state tax return?

Generally, the only documents you need to attach to the state return are those documents that show state income tax withheld.

  • If your W-2 has an amount in Box 17, attach it.
  • If your 1099-INT doesn't have an amount in box 17, don't attach it. 
  • If your 1099-DIV doesn't have an amount in box 16, don't attach it. 
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8 Replies
HelenC12
Expert Alumni

What documents do I need to attach when I mail to state tax return?

Generally, the only documents you need to attach to the state return are those documents that show state income tax withheld.

  • If your W-2 has an amount in Box 17, attach it.
  • If your 1099-INT doesn't have an amount in box 17, don't attach it. 
  • If your 1099-DIV doesn't have an amount in box 16, don't attach it. 
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winterge
Returning Member

What documents do I need to attach when I mail to state tax return?

That's very helpful! Thank you!

What documents do I need to attach when I mail to state tax return?

What documents do I need to attach when I mail to state tax return?

BillM223
Expert Alumni

What documents do I need to attach when I mail to state tax return?

What Helen said above is still true. Attach those forms which have state withholding.

 

On the other hand, each state has their own instructions for what to attach.

 

Please tell us what state you are talking about, and if you are planning to file by mail. Normally, with e-file, you let TurboTax attach whatever is required.

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What documents do I need to attach when I mail to state tax return?

I am filing in Iowa and mailing in my return. What IRS forms should I attach?

MarilynG1
Expert Alumni

What documents do I need to attach when I mail to state tax return?

Any income documents, such as W-2's, and 1099's of any kind should be attached  to your mailed state return.  The Filing Instructions for your state return gives more info.

 

Normally, any pages that printed after your state filing instructions need to be included.

 

@Michelle154 

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What documents do I need to attach when I mail to state tax return?

I can't find anything in the instructions. I think I will just attach the entire IRS return with all of the forms. I would rather attach too much than not enough. 

ThomasM125
Expert Alumni

What documents do I need to attach when I mail to state tax return?

It probably isn't necessary to attach the federal return, but it won't hurt any either.

 

@Michelle154 

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