Include Form 1099-R in an electronic file

Unlike Form W-2, Form 1099-R (entered on the 1099R screen in the Retirement folder) isn't always included in the electronic file. The Form 1099-R transmits electronically with the return in the following situations:
  • The 1099-R includes federal or state withholding.
  • The 1099-R includes a distribution Code 3 (Disability).
  • The e-file includes returns for any of the following states: Alabama, Arkansas, Idaho, Maryland, Michigan, or West Virginia.

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