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I get 400 pension, and 1000 soc sec. Want to file my taxes to claim eco stimulus and withheld moneys....?


I have a 1099-r from pension company, but no form from soc sec to state yearly income. Can I file without it, and should I use a 1040 EZ, 1040 A, or which form?

If you lost the SSA-1099, just estimate the benefits and file. Use form 1040A.

if you actually get SSI, different program, do not file. SSI isn't eligible.

Is that a monthly amount? If so and the social security is a retirement benefit, then you qualify for a rebate.

BUT YOU MUST FILE TO RECEIVE THE REBATE, even if you are not required to do so.

See the sample Form 1040A at the link below:

http://www.irs.gov/pub/newsroom/1040a.pd...

Alternatively, the IRS has announced an electronic free file option for people who have no legal requirement to file a tax return but must file a return this year in order to receive a 2008 economic stimulus payment. Click on this link to file for your rebate electronically:

http://www.irs.gov/newsroom/article/0,,i...

You can't use 1040EZ for social security or pension income.

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