drc845443
Employee Tax Expert

Retirement tax questions

Hi there,

You can apply for Social Security Benefits online. The link below provides detailed information on the application process, documents and info you need to apply: 

https://www.ssa.gov/benefits/retirement/apply.html#h1

 

When you begin to draw your pension, your plan administrator will send you a Form 1099-R at the end of each year. This document will summarize your pension earnings for the year and you will use it to prepare your tax return.

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