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ssake
New Member

Is social security retirement income taxable

My mother receives social security income from my late father, and I'm doing her taxes for her. Is that considered "retirement income" from a late spouse, for tax purposes?
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Is social security retirement income taxable

If your mother's ONLY income is Social Security, it is not taxable, and she does not have to file a tax return.  If she has other income from working, investments, retirement accounts, etc. that total over $25,000 then she needs to file.

**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.**

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3 Replies

Is social security retirement income taxable

If your mother's ONLY income is Social Security, it is not taxable, and she does not have to file a tax return.  If she has other income from working, investments, retirement accounts, etc. that total over $25,000 then she needs to file.

**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.**
amo1013
New Member

Is social security retirement income taxable

is the other income all you count or do you add the social security with the other income

Is social security retirement income taxable

This is a two year old thread--I am not sure how your add on question relates to the original question.  But if you are have income from Social Security and from other sources, then you enter all of it on the tax return.
Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.
**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.**
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