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Returning Member
posted Mar 10, 2022 10:56:56 AM

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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1 Best answer
Expert Alumni
Mar 10, 2022 11:14:40 AM

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. 

8 Replies
Expert Alumni
Mar 10, 2022 11:14:40 AM

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. 

Returning Member
Mar 10, 2022 11:25:19 AM

That's very helpful! Thank you!

New Member
Apr 14, 2025 4:40:17 PM

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

Expert Alumni
Apr 15, 2025 10:06:10 AM

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.

New Member
Apr 15, 2025 10:42:59 AM

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

Expert Alumni
Apr 15, 2025 10:49:46 AM

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 

New Member
Apr 15, 2025 11:00:16 AM

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. 

Expert Alumni
Apr 15, 2025 11:05:18 AM

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

 

@Michelle154