JohnB5677
Expert Alumni

Retirement tax questions

If all of your entries are correct, you should not have to send any income documents to the IRS.

As you observed, they are included.

 

However, If there is a discrepancy, the IRS will want an original copy.

Please double check what you have on the SSA-1099 you received, and what was reported on your tax return to the IRS.

Provided the information is correct, this should not happen again!

 

Please contact us again with any additional questions or to provide some additional details.

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