JohnB5677
Employee Tax Expert

Retirement tax questions

From time to time your Social Security is delayed and it will carry over into the next year.  The SSA-1099-SM is reporting that exact event. 

 

If you got the full payment stated on the form in 2019 there is nothing additional to report.  If a part or all of the income noted on the statement was actually received in 2018 (This is unusual) it would be posted in that area.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post