turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

proudtxn
New Member

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?

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

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

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?

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

1 Reply

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?

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"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies