Retirement tax questions

You do not receive a W-2 for Social Security benefits.  They mail you a SSA1099 in January every year.

 

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

 

If you cannot find your SSA1099:

GET SSA1099

https://www.ssa.gov/faqs/en/questions/KA-01723.html

 

If Social Security was your ONLY income you are not required to file a tax return.   If you have other income besides the Social Security you might need to file.

 

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.**