Retirement tax questions

The original post in this thread may be years old.   When the user forum changed from Answer Xchange to Real Money Talk in 2019, a lot of old threads migrated over and they put 2019 dates on them even if they were lots older.   So guess you can argue with a reply that might be five or six years old if you want to.   Most of the users posting here are asking how to enter the document received for their SS benefits--which is a SSA1099.

 

We concede---if a person is an employee of the Social Security Administration they would receive a W-2 and the Social Security Administration has an EIN.

 

A person receiving Social Security benefits does not receive a W-2.  We want to steer them away from entering it in the wrong place, so we make sure they know where to enter a SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**