MarilynG1
Expert Alumni

Retirement tax questions

Yes, your retirement pay and Social Security benefits are considered income.

 

You should receive a Form 1099-SSA reporting the amount of Social Security income you received last year.

 

You should receive a Form 1099-R from your pension company reporting the amount you received last year.

 

Click this link for info on How to Enter Social Security Benefits (SSA-1099).

 

Click this link for info on How to Enter a 1099-R.

 

Depending on your income, you may or may not be required to file a tax return to California.

 

Click this link for more info on California Filing Requirements.

 

This link gives info on Federal Filing Requirements

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"