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Retirement tax questions
If your SSA-1099-SM is for your dependent, you don't need to enter it in your return.
Type '1099-SSA' in the Search area, then click on 'Jump to 1099-ssa' to get back to this section.
At the Summary page, you can Delete the SSA-1099-SM.
This will be reported on your dependent's return (if they are required to file a return).
Here's more info on Dependent SSA-1099.
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‎February 1, 2023
11:12 AM