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New Member
posted Jun 1, 2019 9:58:36 AM

Do you need to put SSA1099Sm taxes

SSA1099 includes with my w2 for taxes

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1 Best answer
Level 15
Jun 1, 2019 9:58:38 AM

Yes you have to include a SSA-1099.  Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

OR
Enter a SSA-1099, SSA-1099-SM or RRB-1099  under
Federal Taxes on the left side
Wages and Income
Then scroll down to Retirement Plans and Social Security
Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0

3 Replies
Level 15
Jun 1, 2019 9:58:38 AM

Yes you have to include a SSA-1099.  Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

OR
Enter a SSA-1099, SSA-1099-SM or RRB-1099  under
Federal Taxes on the left side
Wages and Income
Then scroll down to Retirement Plans and Social Security
Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0

Level 15
Jun 1, 2019 9:58:39 AM

Added screen shot above

Expert Alumni
Jun 1, 2019 9:58:43 AM

Yes, if you received a  Form SSA-1099, Social Security Benefit Statement, you should include it with your taxes.  Your Social Security Income may or may not be taxable depending on your other income, but it is important that you include it so that your Tax Return will be accurate.