turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Entering 1099 Social Security Benefit income

I thought social security benefits are taxable for federal returns, but Turbo Tax is showing a total refund.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
MargaretL
Expert Alumni

Entering 1099 Social Security Benefit income

Social Security benefits are not always taxable on the federal return.  It really depends on your other income. Only if your Modified Adjusted Gross Income exceeds the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), at least part of your Social Security income becomes taxable. If you don't exceed that base amount, benefits are not considered taxable income.

Entering 1099 Social Security Benefit income

Thank you very much. I appreciate your help.

Entering 1099 Social Security Benefit income

And then only up to 85% of SS can be taxable.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question