topic Re: FYI SS Tax Form in Community Chat

FYI SS Tax Form

tansy — Wed, 21 Jan 2026 19:39:56 GMT

I received the tax statements in the mail yesterday.

Re: FYI SS Tax Form

Tinkrbl44 — Wed, 21 Jan 2026 19:48:50 GMT

They come out around this time every year. Some opt for paperless, and just print one for themselves off the website. I received mine last week.

Re: FYI SS Tax Form

Carmie — Wed, 21 Jan 2026 19:49:37 GMT

We didn't receive any tax documents yet from anyone....still waiting.

I think they are supposed to be sending by next week.

I am looking forward to filing. With the new wonderful 2025 tax laws, this should be an excellent year.

Re: FYI SS Tax Form

Kachina624 — Wed, 21 Jan 2026 20:39:13 GMT

I got my SS statement Tuesday, my other tax forms yesterday.

Re: FYI SS Tax Form

FranandZoe — Wed, 21 Jan 2026 20:50:49 GMT

I got all mine online - SS, pension, interest.

Re: FYI SS Tax Form

CalminHeart — Thu, 22 Jan 2026 00:49:16 GMT

I have all but one of my tax papers. What I didn't receive in the mail, I printed online. The one missing form hasn't been released by the IRS yet.

I'm not happy!! Even with the new senior breaks added this year, I still owe 28% MORE than last year. I'm on a fixed income, for crying out loud!

Re: FYI SS Tax Form

shoekitty — Thu, 22 Jan 2026 00:55:59 GMT

@CalminHeart wrote:

I have all but one of my tax papers. What I didn't receive in the mail, I printed online. The one missing form hasn't been released by the IRS yet.

I'm not happy!! Even with the new senior breaks added this year, I still owe 28% MORE than last year. I'm on a fixed income, for crying out loud!

@CalminHeart worst year ever for us. Truely

Re: FYI SS Tax Form

nwbabs — Thu, 22 Jan 2026 01:52:05 GMT

@shoekitty and @CalminHeart thanks for sharing.

This does not bode well for this senior as waiting on one more tax document to become available. Time will tell.

Re: FYI SS Tax Form

Tinkrbl44 — Thu, 22 Jan 2026 03:42:43 GMT

@nwbabs wrote:
@shoekitty and @CalminHeart thanks for sharing.

This does not bode well for this senior as waiting on one more tax document to become available. Time will tell.

@nwbabs

Well, apparently, many people wanted this. Personally, I don't think any billionaires need more tax breaks, but I guess I'm in the minority.

Re: FYI SS Tax Form

UpNorthGorgy — Thu, 22 Jan 2026 12:41:39 GMT

My investment statements are late, mid February. They come on line first and I just wait for the hard copy. Same with my bank, on line are also offered but hard copy mailed the end of the month.

Mailed from California. I inherited accounts from my Aunt and left them with that Broker, who is US licenced. I used to be in a hurry to file but now I don't care.

I used to work with people who borrowed on their refund. With electronic filing not that long. The tax preparer company, well known, gets the loan fee which probably isn't cheap?

Re: FYI SS Tax Form

CalminHeart — Thu, 22 Jan 2026 12:57:16 GMT

@Tinkrbl44 wrote:
@nwbabs wrote:
@shoekitty and @CalminHeart thanks for sharing.

This does not bode well for this senior as waiting on one more tax document to become available. Time will tell.
@nwbabs

Well, apparently, many people wanted this. Personally, I don't think any billionaires need more tax breaks, but I guess I'm in the minority.

This came from one side in congress. The 36% who supporrt them are made up of the very wealthy, huge corporations, and fools.

Re: FYI SS Tax Form

foxywoods — Thu, 22 Jan 2026 16:52:40 GMT

My SS is online only, it was there so I printed that one. My consolidated statements do not arrive online until sometime in mid-february. My FA said they can push the statements out to March cant file until figures are final. My CPA sold his book to another guy who is horrible to deal with.