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

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

nokpll
New Member

I have been collecting my husband's SS since his death. In 2016 I turned 65 and began collecting my own. I have a SSA-1099 for him as well as me. do I file them both

I have been collecting my husband's SS since his death. In 2016 I turned 65 and began collecting my own. I have a SSA-1099 for him as well as me. do I file them both  as income?
Connect with an expert
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.

1 Best answer

Accepted Solutions
IsabellaG
Expert Alumni

I have been collecting my husband's SS since his death. In 2016 I turned 65 and began collecting my own. I have a SSA-1099 for him as well as me. do I file them both

Yes, this year you can add them both together and include the totals from each box.

They are reported in TurboTax by clicking the Federal Taxes Tab and choosing Wages and Income.

  • Scroll to Retirement Plans and Social Security
  • Under Social Security (SSA-1099, RRB-1099) choose start and follow the prompts, entering your information and answering the questions.

TurboTax will compute the taxable portion of your Social Security benefits, if any, based on the other income you report.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
IsabellaG
Expert Alumni

I have been collecting my husband's SS since his death. In 2016 I turned 65 and began collecting my own. I have a SSA-1099 for him as well as me. do I file them both

Yes, this year you can add them both together and include the totals from each box.

They are reported in TurboTax by clicking the Federal Taxes Tab and choosing Wages and Income.

  • Scroll to Retirement Plans and Social Security
  • Under Social Security (SSA-1099, RRB-1099) choose start and follow the prompts, entering your information and answering the questions.

TurboTax will compute the taxable portion of your Social Security benefits, if any, based on the other income you report.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies