- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.