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Retirement tax questions
No, do not attach your form SSA-1099 even if tax was withheld. Page 62 of the IRS form 1040 instructions states:
"Attach Forms W-2 and 2439 to Form 1040 or 1040-SR. If you received a Form W-2c (a corrected Form W-2), attach your original Forms W-2 and any Forms W-2c. Attach Forms W-2G and 1099-R to Form 1040 or 1040-SR if tax was withheld."
‎April 10, 2023
5:41 AM