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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/
**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.**
April 14, 2025
8:37 AM