DianeW777
Expert Alumni

Retirement tax questions

Yes, that's correct and unnecessary.  You are not asked for the employer identification number (EIN) when entering your social security income.  You may not have to file if this is all you have for income in 2023.

 

The maximum amount of social security benefits that can be added to your tax return is 85% of your total benefits.

  • if half of your social security, combined with your other taxable income is below the following base amounts, then none of your social security would count as taxable income.
  • The base amount for your filing status is:
    • $25,000 if you're single, head of household, or qualifying surviving spouse,
    • $25,000 if you're married filing separately and lived apart from your spouse for the entire year,
    • $32,000 if you're married filing jointly,
    • $0 if you're married filing separately and lived with your spouse at any time during the tax year. 
  • Social Security Income FAQs
  • Where do I enter my SSA-1099?

@bobb677899 

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