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What to include when mailing tax returns

Hello.  This year unfortunately I have to mail my tax return instead of e-filing due to a bug within the TurboTax software that is preventing e-filing (verified already with support).  What do I include for both my federal and PA tax returns?  I ask because TurboTax guidelines seem to conflict with what can be found online.  For Federal, TurboTax says to only include W-2s, however online I am seeing instructions to send W-2s, all 1099s, mortgage statements, etc.

 

For PA, there are no specific instructions from TurboTax, however I am reading that there are similar requirements: W-2s, all 1099s, mortgage statements, etc.

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JulieS
Expert Alumni

What to include when mailing tax returns

Yes, for your federal return you attach all W-2 forms, but only the 1099s that show tax withheld.  You don't have to attach anything like a mortgage interest statement. Keep those for your records. 

 

As far as your Pennsylvania return, here is the instruction from the PA-1040 booklet:

 

"Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC. Photocopies
of your Form(s) W-2 (be sure the information is legible), or your
actual Form(s) W-2. Include a statement to list and total your other
taxable compensation. You must submit photocopies of your Form(s)
1099-R, 1099-MISC, 1099-NEC and other statements that show
other compensation and any PA tax withheld.
NOTE: Do not include copies of Form(s) 1099-DIV, and 1099-INT,
unless the forms show PA income tax withheld"

 

That means they want the same things, W-2s and 1099s that show state tax withheld. 

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4 Replies

What to include when mailing tax returns

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

 

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
JulieS
Expert Alumni

What to include when mailing tax returns

Yes, for your federal return you attach all W-2 forms, but only the 1099s that show tax withheld.  You don't have to attach anything like a mortgage interest statement. Keep those for your records. 

 

As far as your Pennsylvania return, here is the instruction from the PA-1040 booklet:

 

"Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC. Photocopies
of your Form(s) W-2 (be sure the information is legible), or your
actual Form(s) W-2. Include a statement to list and total your other
taxable compensation. You must submit photocopies of your Form(s)
1099-R, 1099-MISC, 1099-NEC and other statements that show
other compensation and any PA tax withheld.
NOTE: Do not include copies of Form(s) 1099-DIV, and 1099-INT,
unless the forms show PA income tax withheld"

 

That means they want the same things, W-2s and 1099s that show state tax withheld. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
jadamik
New Member

What to include when mailing tax returns

Hi, thanks for asking the question as I had the same issue, but I was not able to confirm the issue with support as they never responded.  How did you confirm  (with whom - via phone, etc) and what was the issue? 

 

Thanks,

 

 

CatinaT1
Expert Alumni

What to include when mailing tax returns

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

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