LindaS5247
Employee Tax Expert

Retirement tax questions

Don't include SSA-1099s for dependents. You aren't taxed on Social Security Benefits for your Dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).  While it may not be necessary for the dependent to file a separate return, it may be beneficial if the dependent had taxes withheld and would have a refund.

 

Click here for information on entering Forms SSA 1099 in TurboTax.
 

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