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normamaae
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Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

 
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2 Replies

Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

Depends.....if you are ~retirement age and get SS income, then that is where the SSA-1099 $$ are entered...so in that situation it is required....and needs $$ entered in it.   Deleting it would remove your SS income.

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If you did not receive any SS income during 2022, then it could probably/maybe be removed...but I'm not certain about that...or what the effect would be, if any.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

you have to calculate the taxable part of your Social Security.

That's one reason why most people use tax software.

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