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If a taxpayer has federal withholding shown on a 1099, does a PDF copy of the 1099 need to added to the return for efiling? If so, how is the 1099 copy added?

Level 1
Taxpayer has federal withholding on 1099-R for federal and state return.  Should a copy of the 1099-R evidencing the withholding be attached to the efiled returns?
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2 Replies 2
Level 15

Not for federal. State - it depends on the state.

Level 15

Do you attach copies of W-2s to returns?  Kinda the same difference.

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