Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
I'm thinking "attach" in IRS speak means to paper-clip the form1099-R with the rest of the stuff that you send with your 1040R? Maybe? If you're talking about where on the 1040 to include your 1099R calculations I did 1040. But I thought I remembered there were certain criteria to consider when sending in a 1099 as most people receive a copy of the one sent to Uncle Sam and don't have to send one in. I think. If it's just a matter of where to staple, my accountant attorney in the past put W-2 first, 1040 second, and all other info after. Using paper clips. I never asked why.
The 2019 1040-SR instructions say to attach 1099-R, but the form does not say where.
Do we attach 1099-R under "Dependents", i.e where income and deductions are listed.
Cannot find guidance anywhere, please help!
Normal place to attach a information return (W-2, 1099-R that shows withholding on it) is to staple it to the left center portion of the first page of the 1040 (or in this case, the 1040-SR).
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.
Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
