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Retirement tax questions
@SARA1dar wrote:I misplaced form SSA-4926-SM FOR 2020 for my husband and myself, can I get them replaced?
Why do you need that form telling you what benefit amount you will get in 2020? You should have gotten 11 payments already so you don't need that informational form any longer. What you do need to file your 2020 return is a SSA-1099 which you will get in the mail in January 2021.
Next month, a SSA-4956 will be mailed to you to tell you what the 2021 monthly benefits will be paid... but again this is informational only and is not entered anywhere on an income tax return but could be used to estimate the 2021 income and taxes due.
‎November 27, 2020
6:19 AM