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Level 1
February 5, 2021
Solved

Social Security Income

  • February 5, 2021
  • 11 replies
  • 37 views

How can a portion of our social security income be TAXABLE, and another portion be NON-TAXABLE:

Best answer by DoninGA

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

11 replies

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
February 5, 2021

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
Level 2
February 8, 2021

The TurboTax system has a glitch that is preventing me from uploading my social security information. I have called twice and been disconnected because I would not pay $90. This is extremely poor service. Why should I pay fir a TurboTax issue?

DoninGA
Level 15
Level 15
February 8, 2021

@Barton2281951 wrote:

The TurboTax system has a glitch that is preventing me from uploading my social security information. I have called twice and been disconnected because I would not pay $90. This is extremely poor service. Why should I pay fir a TurboTax issue?


The Social Security Form SSA-1099 cannot be imported into the TurboTax program.

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099