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harperlady
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  • Yes, the only form I rec'd about the refund is the SSA-1099. They included the refund in box 3 (Benefits Paid in 2024) and box 5 (net benefits for 2024) with an...
    harperlady
    1
    Updated Apr 02, 2025
  • Proof of retirement date is required when requesting waiver of underpayment penalty on Fed Income tax when reason is based on retiring in 2020. I used the "Annu...
    harperlady
    Updated Apr 15, 2022
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