Retirement tax questions

@MxVRacer The dependent's SSA-1099 is only reported on her tax return.  In box 3 of the SSA-1099 will be her Social Security number.

She completes a tax return reporting both her SSA-1099 and the W-2 on her tax return.  If she can be claimed as a dependent on your tax return then she Must indicate on her return that she is a dependent.

 

However, if she is age 19 or older, not a full time student and her gross income in 2022 is $4,400 or more (Social Security benefits do not count) then she cannot be claimed as a dependent on your tax return.