SSA-1099 for dependent

Forum|Forum|3 years ago
February 14, 2023
1 reply
4 views

I received form SSA-1099 for myself for 2022. I also received one that was addressed to both myself and my dependent, however, the dependent's name is in Box 1 of the form. The dependent did receive a W-2 for 2022. Where do I report the dependent's Net Benefits in Box 5?

CatinaT1

Level 15

If all your dependent had for income was from an SSA-1099, they would not have a filing requirement. Keep the form for your records, but you do not need to report it anywhere.

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MxVRacerAuthor

Level 2

1. The 2022 form SSA-1099 for my dependent was addressed to both myself and my dependent.

2. Box 1 of that form only has my dependent's name in it

3. My dependent worked in 2022, so she received a W-2

4. Both my payment and my dependent's payment are received at the same time every month into my bank account.

Where do I need to report my dependent's SSA-1099?

Thanks!

DoninGA

Level 15

@MxVRacer The dependent's SSA-1099 is only reported on her tax return. In box 3 of the SSA-1099 will be her Social Security number.

She completes a tax return reporting both her SSA-1099 and the W-2 on her tax return. If she can be claimed as a dependent on your tax return then she Must indicate on her return that she is a dependent.

However, if she is age 19 or older, not a full time student and her gross income in 2022 is $4,400 or more (Social Security benefits do not count) then she cannot be claimed as a dependent on your tax return.