My ex-wife is 69 years old, she received $13,307.00 from Social Security. She withdrew 18,000 from an IRA to pay off her car. Can she recover some of those Taxes paid?

[maldonado]

SSA is the only income she has. She got a 1099-R showing 1,000.00 for Federal and 180.00 for State. Without any w-2, can she file to try and recover some of those taxes?

[DoninGA]

She has to report on her federal tax return the information on the Form 1099-R she received for the distribution from the IRA.

She also has to report the Social Security benefits she received as shown on the SSA-1099 that she received.

She may or may not get a refund of the federal or state taxes withheld and reported on the Form 1099-R.

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

• Married Filing Jointly - $32,000
• Single or Head of Household - $25,000
• Married Filing Separately - 0

[xmasbaby0]

She can file a tax return and enter the SSA1099 and the 1099R she has.  As for whether she gets a refund----let the software figure that out.  The tax that was withheld when the money was taken out of the IRA was an estimated amount---just like when you have money withheld by employers and they put it on a W-2.   If too much was withheld, you get a refund.  If not enough was withheld, you owe tax due.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

[maldonado]

Thank you so much, she is getting a nice refund! I really appreciate it!

[maldonado]

This group is awesome! Thank you so much, she is getting a nice refund! I really appreciate it!

[maldonado]

Thank you so much, she is getting a nice refund! I really appreciate it! What an awesome group!