Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 6, 2019 1:37:53 AM

My dad has Alzheimers and he received the form SSA 1099 and receives form 1099-r does he still have to file taxes?

0 3 1952
1 Best answer
Level 15
Jun 6, 2019 1:37:54 AM

Disability is not an exemption from filing taxes if he has taxable income.  The 1099-R is probably taxable, depending on what kind of account it is, and the social security might be taxable if his other taxable income is over the IRS limits for social security.  

If he is not competent to prepare and sign his return, someone can do it for him if he has a court designated guardian or if he gave someone a durable power of attorney while he was still competent.  If not, someone will need to go to court to be appointed his personal representative. 

3 Replies
Level 15
Jun 6, 2019 1:37:54 AM

Disability is not an exemption from filing taxes if he has taxable income.  The 1099-R is probably taxable, depending on what kind of account it is, and the social security might be taxable if his other taxable income is over the IRS limits for social security.  

If he is not competent to prepare and sign his return, someone can do it for him if he has a court designated guardian or if he gave someone a durable power of attorney while he was still competent.  If not, someone will need to go to court to be appointed his personal representative. 

New Member
Jun 6, 2019 1:37:56 AM

If my dad owes the IRS money back this year and Im his guardian representive, will that effect me ?

Level 15
Jun 6, 2019 1:37:56 AM

No.