Retirement tax questions

Social Security mails  out SSA1099 to you in January.   If your ONLY income is Social Security you do not have to file a tax return unless you have a 1095A for marketplace health insurance.   If you had other income in addition to the SS, then you may need to file a tax return.

 

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

 

If you did not receive your SSA1099

 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/

 

 

 

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

 

**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.**