Retirement tax questions

VA disability payments are not reported on a tax return.  Social Security Disability payments are reported on a federal tax return.  However, if Social Security is the only income that you would be reporting on a joint tax return, a federal tax return does not have to be filed.  If there is other income to report then enter the benefits reported on the SSA-1099 as follows:

To enter your 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
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

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