Retirement tax questions

Social Security mailed out SSA1099 in January.  If you cannot find yours:

 

GET SSA1099

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

 

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

 

 

If Social Security was your ONLY income you are not required to file a tax return unless you have a 1095A for marketplace health insurance.   If you had some other forms of income then you may still need to file.

 

 

Who has to file?

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

 

 

https://turbotax.intuit.com/irs-tax-extensions/

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-extension/need-file-extension-person...

 

**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.**