VolvoGirl
Level 15
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Retirement tax questions

If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099.

 

If you only get ssi or SS or SSDI it is not taxable and you do not have to file a return. 

 

Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

 

OR

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

 

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

 

SSA 1099 Where.jpg

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