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Retirement tax questions
You would enter the full benefit amount for both SS on line 5 of the SSA-1099 and will not cause a discrepancy with the IRS. This will also exempt the income from being taxed in North Carolina.
Regardless being a surviving spouse or not, these payments are still treated as Social Security benefits and reported on your US tax return and taxed like regular social security income.
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‎April 6, 2023
4:40 PM