- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 18, 2021
5:33 PM
399 Views