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New Member
posted May 31, 2019 7:54:41 PM

SSA-1099 form for my son/daughter from their deceased father.

My husband passed away a few years ago and I'm getting SSA-1099 forms addressed to me for my children. Their names are in the Box 1 Name field on both of these forms. Do I have to report them on my tax return? I'm re-married and filing jointly with my new husband.

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1 Best answer
Alumni
May 31, 2019 7:54:44 PM

If your children receive Social Security survivors/disability benefits, that is income to them, not to you. You do not enter it on your tax return. Look at Box 2 of the SSA-1099 and you should see the child’s SSN.
If that is the only income a child has, then the child does not have to file or report it either.
If the child has enough other income to be required to file, then the child reports the SS on the child's return.

5 Replies
Alumni
May 31, 2019 7:54:44 PM

If your children receive Social Security survivors/disability benefits, that is income to them, not to you. You do not enter it on your tax return. Look at Box 2 of the SSA-1099 and you should see the child’s SSN.
If that is the only income a child has, then the child does not have to file or report it either.
If the child has enough other income to be required to file, then the child reports the SS on the child's return.

Level 15
May 31, 2019 7:54:44 PM

The child's Social Security number is in box 2 of the SSA-1099.

New Member
May 31, 2019 7:54:46 PM

Thank you! This was a perfect answer!

Returning Member
Feb 28, 2021 5:56:25 PM

Is there a dollar limit that they will have to report their SSA-1099?

Level 15
Mar 1, 2021 5:33:42 AM


@pafuller06 wrote:

Is there a dollar limit that they will have to report their SSA-1099?


No, as long as they do not have any other income.