BillM223
Expert Alumni

Retirement tax questions

It would be safer if you got a copy of the form, because it may have a number on it other than just what you received (like the gross amount less any deductions).

 

If you get any of the numbers wrong, this will throw your return into manual processing, which is a nightmare this year - you want to avoid that as much as possible.

 

To get a replacement copy, please see the Social Security Administration on this webpage that gives contact information.

 

@kirkaby

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