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New Member
posted Jun 6, 2019 8:33:59 AM

First year retired do I get a form for this

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1 Best answer
Level 15
Jun 6, 2019 8:34:01 AM

If you received Social Security benefits in 2017 you will soon receive a SSA1099.  If you have been receiving income from a pension or retirement plan you will get a 1099R.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security to enter your SSA1099

Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.


1 Replies
Level 15
Jun 6, 2019 8:34:01 AM

If you received Social Security benefits in 2017 you will soon receive a SSA1099.  If you have been receiving income from a pension or retirement plan you will get a 1099R.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security to enter your SSA1099

Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.