retirement income

[546payne]

My husband is retired (72 years old) and I am not (62).  We are filing jointly. Do I have to report his SSA-1099 income?  He has no other income.

[VolvoGirl]

Yes you have to report Social Security.  Even if you file separately.

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

Up to 85% of Social Security 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

[Opus 17]

If you file a tax return for any reason, you must report all your income.  Social Security may be taxable depending on your other income.  

[546payne]

thank you