gruselleg
New Member

Social Security

I entered my w2 and my wife's SSA-1099. She had a voluntary amount withheld. We had a nice return going. I just started social security in 2025 and we are both over 65. When I put my SSA-1099 in the return was greatly reduced. I had understood that there was credit that would make it essentially tax free so I did not have anything withheld. It sure looks to me like I am paying taxes on that amount.

 

Can anyone help me understand what is happening?

 

Many Regards,

Gregg [last name removed]

[email address removed]