Retirement tax questions

You do not "attach" any documents when you e-file.  You simply enter the data and it goes to the IRS electronically.    If you file by mail, you only attach documents that show tax withheld.    

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

Social Security mails out SSA1099's in January.   If you did not receive yours then go to the SS website to create an account and get it.

 

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/

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**