topic 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? in Retirement tax questions

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?

dlinzmeyer — Wed, 11 Feb 2026 10:47:43 GMT

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

Re: 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?

Anonymous_ — Fri, 20 Dec 2024 04:24:11 GMT

Re: 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?

xmasbaby0 — Fri, 11 Oct 2024 20:02:25 GMT

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.

Re: 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?

fanfare — Sun, 13 Oct 2024 15:55:59 GMT

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