Mixing up SSI and SSDI is a common error ... one gets a SSA-1099 issued in January because it can be taxable and the other doesn't.
SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to meet basic needs for food, clothing, and shelter. SSI is not reported on a tax return.
Social Security Retirement/Disability/Survivors (SSDI & SSA) benefits are reported on a form SSA-1099 and the benefits received are reported on a federal tax return and can be up to 85% taxable.
However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.
To enter Social Security benefits reported on form SSA-1099
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter social security benefits in the Search box located in the upper right of the program screen. Click on Jump to social security benefits
