Get your taxes done using TurboTax

Sometimes people refer to Social Security benefits as "SSI" by mistake--so we do not know if you really receive Social Security or Supplemental Security Income--and they are different.  If you get SSI, you do not enter it on a tax return at all.

 

If you get a SSA1099 in January it would be for Social Security benefits, which you do not have to report on an income tax return if that is your ONLY income.  You might have to report your Social Security income if you have some other form of income as well.

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**