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New Member
posted Jul 30, 2025 6:58:30 PM

How can I retrieve the individual amounts of my different pensions for prior tax returns, since the returns only have the total of all pensions?

I need this, going back to 2017, in order to prove something to the Social Security Administration.

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1 Replies
Level 15
Jul 30, 2025 7:16:49 PM

You can try to get your tax account transcripts, particular your wage and income transcripts.  That should list each 1099-R individually.  Transcripts should go back 10 years. 

https://www.irs.gov/individuals/get-transcript

 

If your 1099-Rs are not in your transcripts, then there is no other way to get the information from the IRS or Turbotax.  You would have to contact the individual payers.