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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.
March 28, 2023
8:10 AM