DaveF1006
Expert Alumni

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.

 

@ID72 

 

 


 

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