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I received social security retirement benefits, but I did not receive a 1099. Do I need to file this income?

 
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CapB
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I received social security retirement benefits, but I did not receive a 1099. Do I need to file this income?

You should get your SSA-1099 in the mail no later than mid-February, as they get mailed out in January.

If you did not receive your SSA-1099 from the Social Security Administration, get it replaced online, by phone, or from your local Social Security office. Check out the official Social Security website.

Determining if Social Security income is taxable depends on your total income. 

If all your income is from Social Security, it's probably is not taxable (because only half of your social security may be taxes; which is usually below the minimum taxable income threshold).

If your total income, includes Social Security plus any other income, enter your total Social Security Income (from ALL Form SSA-1099 types) so TurboTax can calculate how much (if any) is taxable. 

To learn more at taxing Social Security check out FAQ below:

https://ttlc.intuit.com/replies/3299920

To add  benefits from the Social Security Administration Form SSA-1099 (before filing):

1. Sign In or Open TurboTax

2.  Select "Take me to my return" (Online)

3.  Select "My Account" on top right of the screen (Online)

4.  Click on "Tools"

5.  Go to "Topics Search" (Online) or "Search Topics" in the top center of the screen (Desktop)

6.  Type "SSA-1099" and press "enter" to add a SSA-1099.

If you already filed your return, you will need to amend your return first.

Wait for your return to be accepted or rejected by the IRS. 

See FAQ below to Amend 2016 Online:

https://ttlc.intuit.com/replies/5567856

See FAQ below to Amend 2016 in Desktop:

https://ttlc.intuit.com/replies/5114143

 

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