If you printed and mailed Form 8955-SSA plan-by-plan and later discover an error, follow the steps below to correct and refile the plan.
Option 1: If Printing and Mailing your form
Step 1: Access the Draft Form
- Navigate to the affected plan.
- Open the draft Form 8955-SSA.
Step 2: Mark as Amended
- Check the box for Part I, Item B to indicate the form is being amended.
Step 3: Make Corrections
- Update the form as needed.
- Print and file the corrected form with the IRS.
