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Retirement tax questions
When filing jointly you report all income from all sources for the both of you.
However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
‎February 7, 2024
9:27 AM