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Old 02-17-2017, 01:37 AM
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W-2

How do you file taxes with just form 5498 ira contribution information, Tax sheltered 403 (B) and form SSA-1099 social security benefit statement and no w-2?



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Old 02-17-2017, 06:40 PM
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Originally Posted by rprimus03 View Post
How do you file taxes with just form 5498 ira contribution information, Tax sheltered 403 (B) and form SSA-1099 social security benefit statement and no w-2?
Why no W2?? You mean your employer does not provide W-2 to you? Then, Make every attempt to get the actual document itself. If your employer didn?t send you one, or sent you one that was incorrect, contact them and request that they send you the right one Employers are required to have W-2 forms issued to their employees by January 31. If you still don?t have it by then, it?s time to take additional action. At this point you should call the IRS at 1-800-829-1040 and tell them about your missing W-2. They will call your employer and tell them to send you the W-2.You do not file taxes if Social Security benefits are your only income. However, if you have other forms of income, there?s a possibility you owe taxes on your Social Security benefits. The IRS form 5498 is usually sent by your IRA trustee to report your IRA activity to the IRS. You get a copy of this form . Trustees for IRAs must file this form with the IRS by May 31, and you may need the form to calculate your deductions on your 1040; as you can see, contributions to your traditional IRA may be deductible, depending on your income and whether the person's employer offers a retirement plan, the IRS notes. Most contributions to a 403(b) plan are tax-deductible. Generally speaking, only your employer can make contributions to your 403(b) account.However unless you need to file you return, you do not claim it.



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Old 02-17-2017, 08:36 PM
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w-2

No the person do not have a w-2 because the are retired, so I was trying to figure out how to file the other forms without having a w-2



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