We do not get a W-2 since we are retired so what forms do we mail in with return

[garycorey18]

We are retired and do not get W-2 forms.  We both get SSA-1099 forms which has Voluntary Federal Income Tax Withheld.  We also get a 1099-R but no taxes were withheld.  Please tell me if we need to mail in any attachments.

[SweetieJean · Accepted solution]

what forms do we mail in with return

Send the SSA-1099 forms if you file by mail.

[MarilynG]

You do not need to mail anything, if you Efiled your tax returns and they were Accepted. 

You probably get the Federal Tax Withheld on your Social Security income refunded to you.

You might want to think about not having tax withheld on your Social Security, but on your pension income on the 1099-R, since this is what is could be taxable income to you.   However, if the 1099-R income is not high, you may not even be required to file. 

Here's more info about that to help you:

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

[Ruth Tamashiro]

Can I send in a copy or the original

[Ruth Tamashiro]

I was going to mail my Tax Return, however I now want to e-mailit Will I be able to do that?

[VolvoGirl]

Yes.  How to change from Mail to Efile in the Online version

https://ttlc.intuit.com/community/e-file/help/how-do-i-change-from-mail-to-e-file-in-turbotax-online...

[Ruth Tamashiro]

For mt state taxes, do I need to file with SSA1099, original copies?