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June 3, 2019
Question

Where do I mail PA form 1099-R with tax withheld and transaction detail when e-filing?

  • June 3, 2019
  • 1 reply
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I e-filed PA.  I have a 1099-R with PA taxes withheld.  TT said I need to mail the form in.  Where do I send it?  I did see other answers saying I don't need to send it, but does having PA taxes withheld change the answer?  Also, TT said I need to send in 1099-B sales detail.  Where do I send that?  See attached screen shots.

1 reply

June 3, 2019

No, if you e-filed, you do not need to send in your forms 1099-R, even if you had PA tax withheld on the 1099-R. You only need to attach that form to your state return if you file by mail.

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jsmAuthor
June 3, 2019
What about the sales transaction details (1099-B)?