JosephS1
Expert Alumni

Retirement tax questions

If you received a SSA-1099 under your name and your social security number, you need to include it on your tax return.  Whether a portion of it will be taxable or not will depend on your overall income for 2022.  The following steps should assist you:

  1. Click on "Wages & Income"
  2. Scroll down to "Retirement & Social Security", click "show more"
  3. Click on "Start" at social security
  4. Answer the questions and enter the data on the following screens.

 

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