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March 15, 2023
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1099R Sent with Tax Return

  • March 15, 2023
  • 1 reply
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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.

    Best answer by HelenC12

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

    1 reply

    HelenC12Answer
    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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    syoung123Author
    March 16, 2023

    Thank you