wwitt
New Member

Retirement tax questions

The form ssa-1099sm they sent actually has my wife's name in box 1 and her SSN in box 2. It is the same and the ssa-1099sm she got for her own income in 2024. The only differance is box 7 address has my wifes name plus it says on the acct of her mothers name Dec'd. This is why I think I should add the two numbers on box 5 since they are both on my wive's SSN number.