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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
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.
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.
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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