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Level 2

Question

retirement income

Forum|Forum|3 years ago
March 9, 2023
3 replies
14 views

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.

Not A Product Question

Level 15

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

Level 2

thank you

Level 15

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.