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.

I have( combine income) of SSI and a Retirement check which totals 18,000, I am single and my income is under 25,000 dollars do I report my ssi on tax form?

when I am filing do I need to report my ssi income which half of it is 3800.00 and 14,000+ is my retirement check from the state of az
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
PatriciaV
Employee Tax Expert

I have( combine income) of SSI and a Retirement check which totals 18,000, I am single and my income is under 25,000 dollars do I report my ssi on tax form?

No, you probably will not include your SSI on your tax return. 

If your Modified Adjusted Gross Income, or MAGI (which includes Social Security) is less than the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), your Social Security isn't taxable. Once your MAGI exceeds those amounts, at least some of your Social Security becomes taxable.

Many states exempt Social Security from taxation, either partially or completely. It's possible you don't need to file a state return.

At any rate, go ahead and enter your SSA-1099 information - TurboTax will figure all that out for you:
https://ttlc.intuit.com/replies/4767455

Remember that you don't pay for TurboTax until and unless you actually file your return(s).

**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
PatriciaV
Employee Tax Expert

I have( combine income) of SSI and a Retirement check which totals 18,000, I am single and my income is under 25,000 dollars do I report my ssi on tax form?

No, you probably will not include your SSI on your tax return. 

If your Modified Adjusted Gross Income, or MAGI (which includes Social Security) is less than the base amount for your filing status ($32,000 for Married Filing Jointly, otherwise $25,000), your Social Security isn't taxable. Once your MAGI exceeds those amounts, at least some of your Social Security becomes taxable.

Many states exempt Social Security from taxation, either partially or completely. It's possible you don't need to file a state return.

At any rate, go ahead and enter your SSA-1099 information - TurboTax will figure all that out for you:
https://ttlc.intuit.com/replies/4767455

Remember that you don't pay for TurboTax until and unless you actually file your return(s).

**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