ToddL99
Expert Alumni

Retirement tax questions

If you are referring to a "Social Security" form, then you need SSA-1099.

 

Form 1009-R is issued by financial institutions to report various types of retirement income (e.g. pensions, retirement account distributions, etc.).

 

You can obtain the SSA-1099 from the the Social Security website at Get a copy of your Social Security 1099 (SSA-1099) tax form online