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Can I complete 2 separate SSA-1099 forms because I received Survivor benefits part of the year then went to benefits under my own SS#?
Do I add the info in my 2 forms together then in TT just make one SSA-1099 form report?
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June 13, 2021
5:06 PM
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Retirement tax questions
If they are under the same social security number you can add them together.
June 13, 2021
5:08 PM
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Retirement tax questions
Yes if they are both for you with your ssn on them. Then add them together first and enter the total.
June 13, 2021
5:09 PM