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  • Do I need to include Form 1098 etc. for state tax filing?

    From Lenny Miller@21:1/5 to All on Wed Apr 13 14:22:10 2022
    Before Form 1098 etc. came with three copies, one for Federal, one for
    state, and for for keep. Now, there is only one copy. Do I still include
    them when filing federal & state tax?

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  • From Bob Sandler@21:1/5 to All on Thu Apr 14 01:41:20 2022
    Before Form 1098 etc. came with three copies, one for Federal, one for >>state, and for for keep. Now, there is only one copy. Do I still include >>them when filing federal & state tax?

    Are you talking about Form 1098 for mortgage interest? It
    was never necessary to attach that to your tax return, and I
    don't think I've ever seen one with multiple copies.

    I don't know what you mean by "etc."

    Or did you mean 1099-series forms? You still have to attach
    Form 1099-R to your federal tax return if you file by mail,
    but only if the 1099-R has federal tax withheld. Those often
    have three copies. If there's only one copy, make a
    photocopy and attach the copy.

    Every state has different rules about what has to be
    included with the state tax return.

    Bob Sandler

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Bob Sandler@21:1/5 to [email protected] on Thu Apr 14 01:24:52 2022
    On Wed, 13 Apr 2022 14:22:10 EDT, Lenny Miller
    <[email protected]> wrote:

    Before Form 1098 etc. came with three copies, one for Federal, one for
    state, and for for keep. Now, there is only one copy. Do I still include
    them when filing federal & state tax?

    Are you talking about Form 1098 for mortgage interest? It
    was never necessary to attach that to your tax return, and I
    don't think I've ever seen one with multiple copies.

    I don't know what you mean by "etc."

    Or did you mean 1099-series forms? You still have to attach
    Form 1099-R to your federal tax return if you file by mail,
    but only if the 1099-R has federal tax withheld. Those often
    have three copies. If there's only one copy, make a
    photocopy and attach the copy.

    Bob Sandler

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From Adam H. Kerman@21:1/5 to Lenny Miller on Mon Apr 18 10:35:54 2022
    Lenny Miller <[email protected]> wrote:

    Before Form 1098 etc. came with three copies, one for Federal, one for
    state, and for for keep. Now, there is only one copy. Do I still include
    them when filing federal & state tax?

    My state requires that copies of information returns showing state
    income tax witholding be stapled to the state tax return. If no state witholding is shown, the state doesn't want a copy of that information
    return.

    I have no idea what your state's revenuers require.

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)