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March 7, 2024
Question

Form 1099-R for Pennsylvania State tax

  • March 7, 2024
  • 1 reply
  • 0 views

I am e-filing my Pennsylvania state tax and TurboTax has told me that I need to send in my 1099-R with the tax filing.  How am i supposed to do this?  TurboTax doesn't allow you to scan in the form and I don't have an address to mail the form in to.  My understanding is that I don't have to send in any other forms with federal or state e-filing (i.e. W-2, 1099-INT,etc).

 

Thanks,

 

Len

    1 reply

    DawnC
    Employee
    March 7, 2024

    Generally, you do not have to mail in documents if you e-filed.    There are some situations that do require mailing in documents, although a 1099-R is not usually one of them.   From the PA instructions:  

     

    'REMEMBER: When you use one of the electronic filing options, do not mail a paper copy of your tax return; instead, keep it for your records along with your confirmation number. 

     

    You may need to submit other information such as copies of military orders (if on active duty outside Pennsylvania), Form(s) W-2 (if your employer withheld additional PA income tax), and tax returns you filed in other states (when requesting a PA Resident Credit).    Read and follow the instructions.  The department reserves the right to request an explanation or supporting information for any amount that a taxpayer reports on a Pennsylvania tax return.'

     

     If you filed electronically and need to submit supporting documentation, please mail it to the following address:

     

    PA Department of Revenue
    Electronic Filing Section
    PO Box 280507
    Harrisburg, PA  17128-0507

     

    You may also fax or email your supporting documents to one of the following:

     

    Fax:  717-772-4193 or Email:  RA-BITPITELFCORFAXES@pa.gov

     

    ***If you elect to email your documents, please be sure that they are in a .pdf format, or they will not upload to our system***

     

     

    If you’re submitting a paper return, the address depends on whether you are filing for a refund, owe money, or your return came out even -- you neither owe nor are due a refund. Please select the appropriate address from the following:

     

    PA Department of Revenue
    Payment Enclosed
    1 Revenue Place
    Harrisburg, PA 17129-0001

    PA Department of Revenue
    No Payment/No Refund
    2 Revenue Place
    Harrisburg, PA 17129-0002

    PA Department of Revenue
    Refund Requested
    3 Revenue Place
    Harrisburg, PA 17129-0003

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