I still fill in the IRS forms and mail them in. Been doing that for over 60 years. Not savvy enough on a computer to do it that way.
I've always attached copy B of my 1099R forms to my tax return. Now I see it says "If this form shows federal income tax withheld in Box 4, attach this copy to your return". Box 4 on my 1099R is blank, so am I right in thinking I don't have to enclose the 1099R forms?
Want to mail my return in tomorrow (4/8) and want to get it right. Am I correct when I assume the IRS has the info from 1099R on their computers and no need to enclose them any more?
This may sound like a silly question, but things sure have changed since I filed my first return in 1953. Help, please, time is running out. Your reply would be so much appreciated.
Judy2013-04-07T07:42:27Z
Favorite Answer
If you didn't have anything taken out off the pension or retirement withdrawal shown on the 1099R, there's no need to attach a copy to your return.
The IRS gets the info on the 1099 from the payer. The reason they have you send a copy if there's federal withholding is so, if they don't have the payer info yet, they can confirm the withholding to see if you have a refund coming. No withholding, no refund based on the 1099 amount.
Since you are still mailing it in you can just choose to attach it to your 1040 FIT return if you do want to BUT as it does say when they do NOT have any FIT amount in the Box 4 it is really not necessary to attach it to your mailed in tax return at this time in your life. About time for you to seek some free face to face income tax assistance during the 2014 tax filing season and JUST quit mailing the copies in to the IRS for processing next tax filing season for the 2013 tax year. Sure does sound like you could use some FREE HELP with this matter of filling out and filing your own 1040 FIT return during the 2013 tax filing season and I would suggest to you that you should take all of your tax information in your hand that you do have available to you for the 2012 tax year and find a volunteer site in your area for some free face to face assistance at this time in your life.
Find a TCE or AARP Tax-Aide Site Near You A majority of the TCE sites are operated by the AARP Foundation’s Tax Aide Program. To locate the nearest TCE site or AARP Tax-Aide site between January and April use the AARP Site Locator Tool or call 888-227-7669. Note: Majority of the VITA and TCE sites are open annually from late January/early February to April 15. During this time, you can locate a site near you using the above locator tools. Items you need to bring To have your tax return(s) prepared at a VITA or TCE site you need to bring the following information with you:
Use the search box at the www.irs.gov website for Free Tax Return Preparation for You by Volunteers. Hope that you find the above enclosed information useful. 04/07/2013