HelenaC
New Member

Retirement tax questions

Generally speaking, if your son's only income is Social Security, he probably doesn't make enough money to be required to file a federal tax return.

Whether or not his Social Security income is taxable depends on his total income, including his Social Security plus any other income.

To determine if his Social Security income is taxable, all  you need to do is enter that income – See Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? TurboTax does the rest!

If he doesn't have a TurboTax account, here are instructions to set one up:

1.    Sign out of TurboTax Online.

2.    Select the TurboTax Online product you want to use for the second return and proceed.

3.    On the Create your account screen, set up a new login for the second return.

  • You can reuse your email address if you want to receive e-file notifications for the second return.
  • Up to 5 accounts can be tied to the same email address.

4.    After you've created the new account, you can start working on the return.

Tip: If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

Related information:

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