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Level 2
October 22, 2025
Question

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  • October 22, 2025
  • 2 replies
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    2 replies

    Level 15
    October 22, 2025

    You will enter a SSA1099 into your tax return, showing the total amount of SS benefits you received and you will also enter the amount(s) withheld for Medicare.   You do not do any calculations yourself.   Just enter the amounts as shown on the SSA1099 and the software will do your calculations.

     

    Social Security mails your SSA1099  to you in January.

     

     Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

     

    **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.**
    Level 2
    October 22, 2025

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    Level 15
    October 22, 2025

    The amount in Box 5  --  net benefits ---- of your SSA1099 is INCOME.       

     

    If---if--if--you itemize deductions such as mortgage interest, property tax, etc. the amount deducted from your net benefits for Medicare automatically flows to the part of the software that you use to enter medical expenses 

    **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.**
    VolvoGirl
    Level 15
    October 22, 2025

    @17611198902 wrote:

    Is the amount taken from my social security for Medicare every month considered to be income? -Do I calculate my total income for the year less the amount taken for Medicare every month?


    The Medicare deducted from Social Security is part of the SS income you report. You will get a SSA-1099 to report your Social Security.   Box 5 is the SS income you report before the deductions are taken out.

     

    If you itemize your deductions the Medicare will be added to your Medical Deduction.