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Do I still need to mail 1099R forms if I am not required to pay PA tax on them and have had no state withholding??

Forum|Forum|1 year ago
March 17, 2025
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After e Filing my Pennsylvania return with TurboTax, do I still need to mail 1099R forms if I am NOT required to pay PA tax on them and have had no state withholding??

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Best answer by Alpaca

I just researched and answered my own question. According to the PA-40 instructions on their website:

"For E-Filed Returns:
If you file your PA-40 electronically, you are not required to submit an
actual copy of your W-2, 1099-R, 1099-MISC, or 1099-NEC forms unless
certain conditions exist with respect to those forms. For Forms 1099-
MISC, 1099-NEC, and 1099-R, you are only required to submit actual
copies of these forms if there is PA tax withholding reported on the forms."

Hope this helps someone else.

T

ThomasM125

No, you don't need to mail them if you have no tax state withheld.

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A

AlpacaAuthorAnswer

I just researched and answered my own question. According to the PA-40 instructions on their website:

"For E-Filed Returns:
If you file your PA-40 electronically, you are not required to submit an
actual copy of your W-2, 1099-R, 1099-MISC, or 1099-NEC forms unless
certain conditions exist with respect to those forms. For Forms 1099-
MISC, 1099-NEC, and 1099-R, you are only required to submit actual
copies of these forms if there is PA tax withholding reported on the forms."

Hope this helps someone else.