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Retirement tax questions
@ratanshah wrote:
You only refer to Box 5 on SSA 1099. My 2nd SSA-1099 has items in box 3, Box 4 and then box 5. Do each item gets combined? Would have been easier if Turbotax had a 2nd column for individual so that can be correctly added as both forms get sent to IRS ( I think Separate ).
Ratan
Box 5 on the SSA-1099 is the Net of box 3 minus box 4. There is no need to have those boxes listed as the IRS only wants to see the total box 5 amounts from all SSA-1099's received on the tax return.
‎January 19, 2020
1:17 PM
2,796 Views