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Retirement tax questions
If you have already filed your return and it has been accepted by the IRS, then you will need to amend your return in order to include the SSA-1099 in the event that it may be up to 85% taxable income.
Take a look at the following TurboTax article for instructions to amend your 2020 return. In the meantime, you can register your email address through the link in the article to be notified when the amended Form 1040X is available.
How do I amend my 2020 return?
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March 6, 2021
1:59 PM