Filing Jointly, My Wife gets SSA

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We file a joint return. I am still working, but my wife receives SSA benefits. Do we need to list our SSA payments on the joint account? If I complete the form on the back of the SSA form, it states her income doesn't require any taxes need to be paid.

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TurboTax Home & Biz Windows

rjsAnswer

Level 15

Yes, you have to include your wife's Social Security benefits, and yours if you also get Social Security. On a joint return you must include all the income for both of you.

The worksheet on the back of Form SSA-1099 says "If you plan to file a joint income tax return, include your spouse's amounts, if any, on lines A, C, and D." (You're the spouse.) Did you do that?

rjs

Answer

Level 15

Yes, you have to include your wife's Social Security benefits, and yours if you also get Social Security. On a joint return you must include all the income for both of you.

The worksheet on the back of Form SSA-1099 says "If you plan to file a joint income tax return, include your spouse's amounts, if any, on lines A, C, and D." (You're the spouse.) Did you do that?