JamesG1
Expert Alumni

Retirement tax questions

If you have not already e-filed, you can go back into the return and add the information from the SSA-1099 form.

 

Follow these directions.

  • Down the left side of the screen, click on Federal.
  • Click on Income & Expenses.
  • Under Your income and expenses, scroll down to Retirement Plans.  Click Show more.
  • Click Start to the right of Social Security.
  • Answer the questions.

After you are finished, you can re-print your tax return.  See here.

 

 

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