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garyl1950
New Member

I believe that my military and social security are non taxable

 
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DoninGA
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I believe that my military and social security are non taxable

Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.

Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

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3 Replies

I believe that my military and social security are non taxable

We cannot see your screen or your tax return.  We do not know what you mean by "my military"---are you getting VA benefits or are you getting a military pension that is on a 1099R?   Please explain.

**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.**
BillM223
Expert Alumni

I believe that my military and social security are non taxable

We need to have some more information to address your concern:

 

1. Military what? pension?

 

2. Social Security what? regular or SSI or what?

 

3. You think they are nontaxable where? On the federal return or on a state return? If the latter, which state?

 

Remember that we in the Community cannot see your private tax data, so help us help you.

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DoninGA
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I believe that my military and social security are non taxable

Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.

Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

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