Retirement tax questions

You do not get a 1099R for Social Security.   You get SSA1099.

 

If you saved a pdf of your completed tax return, the worksheets will show the SSA1099 information you entered, but not the actual document.

 

You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information.

https://www.irs.gov/individuals/get-transcript

 

 

 

 

**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.**