I had voluntary taxes withheld from my SSDI Income. I am mailing my tax return. Do I send my 1099-SM form with my tax return?

proudtxn · ‎June 4, 2019

On the bottom of my 1099-SM, it states Do not return this form toSSA or IRS ?!?

Vanessa · ‎June 4, 2019

When you printed your return to file, there should be an instruction page. If the instructions tell you to mail it, then yes include it with your return. If the instructions do not mention it or say not to then don't send your 1099-SM with your tax return.

**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

Vanessa · ‎June 4, 2019

When you printed your return to file, there should be an instruction page. If the instructions tell you to mail it, then yes include it with your return. If the instructions do not mention it or say not to then don't send your 1099-SM with your tax return.

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

I had voluntary taxes withheld from my SSDI Income. I am mailing my tax return. Do I send my 1099-SM form with my tax return?