Do You Need to Attach 1099 Forms to a Federal Tax Return?

by Naomi Smith
Only attach a 1099 form that shows federal withholding.

1099 forms are used to report income you earned from sources other than salary or wages. You might get 1099-INT to report interest income, while the 1099-DIV shows dividends and capital gains on investments you hold. If you sell an investment, such as stocks or bonds, you will get 1099-B. And if you do work for a company or person as non-employee and earn more than $600, they should issue you a 1099-MISC.

Attaching 1099s

If you file your return electronically, you do not have to worry about mailing any of your 1099 forms. The issuer is required to send a copy to the Internal Revenue Service as well. However, if you file a paper return, you should attach a copy of any 1099 that shows federal tax withholding in Box 4. If no tax was withheld, just mail your return without it.

About the Author

Naomi Smith has been writing full-time since 2009, following a career in finance. Her fiction has been published by Loose Id and Dreamspinner Press, among others. She holds a Master of Science in financial economics from the London School of Economics and a Bachelor of Arts in political economy from the University of California, Berkeley.

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