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Do i need to file my SSA-1099?

do i need to file my SSA-1099 for survivors benefits?
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2 Replies

Do i need to file my SSA-1099?

If the SSA1099 is for your dependent child you do not put it on your tax return.   If it is for you, and you have any other income, then, yes, you enter it on your tax return.   If it is your ONLY income, you do not have to file a tax return unless you have a 1095A for marketplace health insurance.

 

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.**
LeticiaF1
Expert Alumni

Do i need to file my SSA-1099?

Yes, as xmasbaby0 mentioned, if the Form SSA-1099 is yours it needs to be included in your return.   All SSA-1099 forms get entered in the same place:

 

  1. Open (continue) your return in TurboTax.
  2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
  3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
  4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
    • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
  5. Select Continue and follow the on-screen instructions.

We'll calculate how much, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.

 

@jamiesdavis15-gm 

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