I believe that my military and social security are non taxable

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DoninGAAnswer

Level 15

Expert Reviewed

Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.

Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0

xmasbaby0

Level 15

We cannot see your screen or your tax return. We do not know what you mean by "my military"---are you getting VA benefits or are you getting a military pension that is on a 1099R? Please explain.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA

Answer

Level 15

Expert Reviewed

Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.

Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0