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Do you have to fill out 1099SM?

I don't work,just Disability

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4 Replies

Do you have to fill out 1099SM?

If you got a SSA-1099 you need to enter it on your tax return.  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

 

Do you have any other income?   If you only get SSDI it is not taxable and you don’t have to file a return unless you get a 1095-A for the ACA marketplace insurance.

Do you have to fill out 1099SM?

I don't have any other income.

Do you have to fill out 1099SM?

I don't work,I'm disabled

Do you have to fill out 1099SM?

Then if you only get SSDI Social Security you don’t have to file a return except to get back any tax withholding taken out.   

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