Retirement tax questions

@bowerspaulr The Social Security Administration--not the IRS---sends you a SSA1099 in late January every year when you receive Social Security benefits.  If you did not receive yours then you could go on the Social Security website to get a copy.   You are required to enter the SSA1099 when you prepare your tax return, so if you did not enter it, you are going to need to amend the return after it has been fully processed.

 

 Go to www.ssa.gov  You have to create an account with a user name and password.

https://www.ssa.gov/myaccount/replacement-SSA-1099.html

https://www.ssa.gov/onlineservices/

https://www.ssa.gov/myaccount/

 

 

DO I NEED TO AMEND/

https://ttlc.intuit.com/questions/1908543-do-i-need-to-amend

 

https://ttlc.intuit.com/community/tax-return/help/how-do-i-amend-my-2021-return/00/2544441

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your 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.**