BillM223
Expert Alumni

Retirement tax questions

Are you receiving Social Security benefits?

 

While you might not even have to file if all of your income is from Social Security, if you have other income, like a pension or distributions from an IRA, then up to 85% of your Social Security may become taxable, and we won't know until you enter the SSA-1099.

 

Please see this SSA website for how to get a replacement copy of your SSA-1099.

 

 

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