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Retirement tax questions
You can make any changes you need as long as you have not submitted your return for e-filing yet. You can sign-in (if you used TurboTax Online) or open your return (if you used a desktop version) and go to the income section and make your changes. If you have already submitted your return and it is showing as pending, you will need to wait until E-filing opens later this month to see if your return is accepted or rejected before going forward.
You should receive a SSA-1099 form by the end of the month that will show you exactly what you need to report on your tax return.
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‎January 13, 2021
3:14 PM