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New Member
posted Mar 10, 2023 1:59:16 AM

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
Level 15
Mar 10, 2023 4:27:19 AM

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.

Level 15
Mar 10, 2023 5:39:38 AM

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

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