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April 10, 2025
Question

SSA-1099

  • April 10, 2025
  • 2 replies
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I e-filed my 2024 tax return and I just noticed I forgot to include my SSA-1099. My tax return was accepted processed and I received my return.  I don't know what I should do!

    2 replies

    April 10, 2025

    You will need to amend and include your SSA1099.

     

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

    Wait until your original return has been fully processed before you amend, and make sure you have saved a pdf of the original return before you amend. (If you do not save it as a pdf, the amended return will overwrite the original, and the original will be lost forever)

     

     

    See this TurboTax support FAQ for amending a tax return -

     

    CURRENT YEAR

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

     

    Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.  

     

    You can watch for information here:

    https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

     

     

    **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.**
    TB121PAuthor
    April 10, 2025

    When I amend my return for 2024 and owe them money and don't have it what should I do then? It's no doubt that I will have to pay the difference.

    April 10, 2025

    You should file the amended return. You will get a notice of tax due from the IRS and on it will be a phone number you can call to make arrangements to pay the tax due over time.

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    JohnB5677
    April 10, 2025

    You should wait for the return to be completely processed.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TB121PAuthor
    April 10, 2025

    Thanks! I received the tax return funds. So I should wait for the IRS to find the error of not filing my SSA-1099?

    When I amend my return for 2024 and owe them money and don't have it what should I do then?

    VolvoGirl
    April 10, 2025

    The Social Security might not affect your tax return.   It may not be taxable.  Was any of it taxable last year on 1040 line 6b?

     

    Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

    Married Filing Jointly: $32,000

    Single or head of household: $25,000

    Married Filing Separately: 0