Social Security

KevinG1 · ‎February 19, 2020

My wife received her first social security payment in December 2019. She was 62 in September 2019 and the Social Security office said she could get a retro payment back to then. We received $2,087.00 on December 29, 2019.

We have not received a 1099 from Social Security about this payment. Do i need to list this as income on my tax form. I am still working.

Your prompt reply is appreciated

-Kevin Grucella

MinhT1 · ‎February 19, 2020

It depends on your total income, including your wife's Social Security plus any other income.

You have to report this income on your tax return, and TurboTax will calculate the taxable portion.

Please read this TurboTax Help topic for more information.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

KevinG1 · ‎February 19, 2020

thanks

Social Security

Retirement tax questions

Retirement tax questions