How do I claim my Social Security Income - I received a 1099 from the government.

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.

Do you have any other income?  If not, and your social security is less than $50,000, you do not need to file a tax return.

 

If you do have other income or if you are married filing separately, then you can enter your SSA-1099 by selecting the following:

1. Click Federal  
2. Wages & Income
3.  See all income
4. Scroll down to retirement click show more
5. Click start next to SSA-1099
6. Answer the questions and enter your SSA-1099
    

If you fall into the following, 85% of your social security is taxable income

• Single with income above $34,000
• Married Filing Jointly with income above $44,000
• Married Filing Separate regardless of income

If you fall into the following, 50% of your social security is taxable income

• Single with combined income between $25,000-$34,000
• Married Filing Jointly with combined income between $32,000 and $44,000

Your combined income is calculated by adding your

• AGI plus
• Nontaxable Interest plus
• 1/2 of your social security Benefits

Social Security Benefits Taxes