SSA-1099 — Social Security Benefit Statement
For taxpayers receiving Social Security benefits reported on an SSA-1099, including retirement, disability, or survivor benefits.
This add-on applies when you or your spouse received Form SSA-1099. Upload every statement received, including corrected statements and forms showing any benefit repayments or tax withholding.
The net benefits reported on Form SSA-1099 are not automatically fully taxable. The taxable portion, if any, depends on your filing status, other income, tax-exempt interest, and complete tax profile.
This is a form-based add-on charged in addition to your selected tax preparation base service fee. The displayed price reflects the service tier selected during purchase. This add-on is not a stand-alone tax preparation service.
Lump-sum benefits for prior years, benefit repayments, multiple statements, railroad retirement benefits, or other special circumstances may require additional calculations or services. London’s Tax will explain any revised scope and fee before proceeding.
This is a digitally delivered professional service. No physical product will be shipped. Your Social Security benefits and related withholding will be reviewed and reported as part of your primary tax preparation service.
Either party may cancel the engagement in writing. Fees for work already performed and any approved costs remain due.
