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

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

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

Can they be imported the only change to them is the income
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.

3 Replies

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

You need to get your 1099-R from the payer.

 

See the information at the link below re your SSA-1099.

 

https://faq.ssa.gov/en-us/Topic/article/KA-01723

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

An SSA1099 cannot be imported.  You have to get the SSA1099 from Social Security and key it in manually.

 

  Go to www.ssa.gov  You have to create an account with a user name and password.

https://www.ssa.gov/myaccount/replacement-SSA-1099.html

https://www.ssa.gov/onlineservices/

https://www.ssa.gov/myaccount/

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

Next year----watch your mailbox-----Social Security mails out SSA1099's in January.

 

For your 1099R---you might be able to import it from the financial institution if they are partnered with TT to allow importing to TurboTax.   If they are not, then get it from their website and key it in.

 

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

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I do not have my 1099-R form or my SSA 1099. What is the easiest way to get them to do my taxes? Will I go past the extension date?

Log on to your financial institution's website to get your 1099-R document(s).

You know how much SS income you get each month so 12 x that gross amount before Medicare Premium

goes on 1040 Line 6a

You can look up the 2023 medicare premium on Google.

You have three more days to e-File.

 

@dlinzmeyer 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies