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March 10, 2022
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What documents do I need to attach when I mail to state tax return?

  • March 10, 2022
  • 2 replies
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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?

    Best answer by HelenC12

    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. 

    2 replies

    HelenC12Answer
    March 10, 2022

    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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    wintergeAuthor
    March 10, 2022

    That's very helpful! Thank you!

    April 14, 2025

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

    April 15, 2025

    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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    April 15, 2025

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