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Retirement tax questions
States that tax Social Security benefits:
CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV
These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV
If you filed a tax return---and it sounds like you already e-filed--- the SSA1099 was supposed to be included. After the IRS fully processes your return, you need to amend to include the SSA1099.
You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.
Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed
The Form 1040X you need will not be available until late February.