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Level 15
Level 15

Retirement tax questions

The amount of Social Security income that you enter on your tax return is the amount in box 5 or your Form SSA-1099.


What is the exact amount in box 5 of your Form SSA-1099?

What is the exact amount in box 5 of your spouse's Form SSA-1099?

Are those the amounts that you added to get the total of $57,156?


The total on line 1a of the Social Security Benefits Worksheet is the sum of the Taxpayer and Spouse amounts on line A. The amounts on line A are the amounts that you entered. If those amounts do not match box 5 of your SSA-1099s, go back to where you entered your Social Security income and check your entries.