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Unreported prior year Social Security benefits

I neglected to report 2018 Social Security Benefits (mine and spouses, filing jointly).  Is there a way to rectify this in my 2019 return?  If so how?  

If not what do I need to do?

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2 Replies
MinhT1
Expert Alumni

Unreported prior year Social Security benefits

Unfortunately, no.

 

You'll need to amend your 2018 tax return to report these social security benefits from 2018.

 

Please follow the instructions in this TurboTax Help topic to amend your 2018 tax return.

 

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Unreported prior year Social Security benefits

No you cannot enter it on your 2019 return -- you cannot enter a prior year's income on your new tax return --ever.

If you filed a 2018 tax return then you should amend it to include the SSA1099.

https://ttlc.intuit.com/questions/1908543-do-i-need-to-amend

 

https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed?...

A 1040X cannot be e-filed.  It must be printed and mailed.  It will take about 4 months for the IRS to process an amended return.  It is a good idea to use a mailing service that will track it, like UPS or certified mail, so you will know it was received.

Wait about 3 weeks from mailing and you can check the status of your amended return:

https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

 

https://www.irs.gov/filing/individuals/amended-returns-form-1040-x/amended-return-frequently-asked-q...

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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