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After you file
The only documents that you need to send are the ones that show the tax withholdings. So, according to the information you shared, you should send copies of your SSA-1099 forms that show the voluntary Federal tax withheld from your Social Security payments.
Do not send your original documents. You should keep those and send a copy to the IRS.
The letter should give you the address for where to send the SSA-1099 to the IRS.
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‎February 22, 2025
5:25 AM