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Level 15
Level 15

Retirement tax questions

Yes, you have to include your wife's Social Security benefits, and yours if you also get Social Security. On a joint return you must include all the income for both of you.


The worksheet on the back of Form SSA-1099 says "If you plan to file a joint income tax return, include your spouse's amounts, if any, on lines A, C, and D." (You're the spouse.) Did you do that?

 

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