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New Member
posted Feb 28, 2025 5:53:50 PM

Do I have to enclude my son and my social security income for tax returns

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3 Replies
Expert Alumni
Feb 28, 2025 5:57:48 PM

It depends- if you only have social security income, you do not have to file tax returns.  If you have other income, part of your social security may be taxable.  You can enter in TurboTax and it will calculate for you.

Level 15
Feb 28, 2025 5:58:59 PM

You can include your son as a dependent on a tax return if he is eligible to be claimed as a dependent

 

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.
However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

 

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

 

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

New Member
Feb 28, 2025 6:00:53 PM

I work too. And get an annuit pay from my deceased husband.  So I put half of the social security earnings for my tax return?