Retirement tax questions


@Caikens wrote:

SHOULD I ADD MY INCOME WITH MY WIFE'S. I RECEIVED SSA-1099 FOR 2020 THE SUM OF 25,231.20 AND I PAID NO FEDERAL TAX NOR STATE TAX.

 


You are requited to enter the SS income that you received when completing a federal tax return,

 

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your 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 ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099