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posted Jun 3, 2019 11:30:36 AM

I RECEIVE SS SURVIVOR BENEFITS. DO I NEED TO CLAIM THIS UNEARNED INCOME? IF SO, WHERE DO I ENTER THE 1099?

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1 Best answer
Level 15
Jun 3, 2019 11:30:37 AM

You do report the SSA-1099 you received on a federal tax return.  However, if the SS income you receive is the only income being reported on your tax return then there is no benefit or reason to file a tax return.

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits

1 Replies
Level 15
Jun 3, 2019 11:30:37 AM

You do report the SSA-1099 you received on a federal tax return.  However, if the SS income you receive is the only income being reported on your tax return then there is no benefit or reason to file a tax return.

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits