AnnetteB6
Expert Alumni

Retirement tax questions

Double check the forms that you have to be sure they are both for 2020, both in your name and Social Security number.  If so, check to be sure whether one of the forms is a 'corrected' version.  If one is corrected, then enter your information using that form.  

 

There is not a procedure for entering more than one SSA-1099 for the same person on your tax return, so you will need to add the amounts shown in box 5 together and report it as a single SSA-1099. 

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