DawnC
Expert Alumni

Retirement tax questions

If you received any pension distributions, you would have received a 1099-R that gets entered into TurboTax.  Your contributions to pension plans are generally done through payroll and are reported on your W-2.   Your employer should have already provided you with your W-2 for 2019 which should have all of the information you need to report your wages and contributions.

 

If you receive social security benefits and need a copy of your SSA-1099, you can retrieve it through the social security administrative website, found here

 

If you receive social security but do not normally file a tax return, you do not need to take any action to receive a stimulus payment.  Social security recipients will receive the payment in the account they normally receive their benefits in.   Economic Impact Payments

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