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New Member
posted Mar 7, 2025 4:40:01 AM

Us retired person I get form 1099

I get from Social Security monthly pension payments

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1 Replies
Expert Alumni
Mar 7, 2025 5:15:52 AM

If you have other income, your social security may be taxable.  If you have no other income, and you are not married, then if your social security is less than $50,000 you would not need to file a return.

 

You can enter your SSA-1099 in TurboTax
 

  1.  Click Federal
  2. Wages & Income
  3.  See all income
  4. Scroll down to retirement click show more
  5.  Click start next to SSA-1099
  6.  Answer the questions and enter your SSA-1099

 

Depending on your situation, up to 85% of it is taxed.  

 

If you fall into the following, 85% of your social security is taxable income

  • Single with income above $34,000
  • Married Filing Jointly with income above $44,000
  • Married Filing Separate regardless of income

If you fall into the following, 50% of your social security is taxable income

  • Single with combined income between $25,000-$34,000
  • Married Filing Jointly with combined income between $32,000 and $44,000

Your combined income is calculated by adding your

  • AGI plus
  • Nontaxable Interest plus
  • 1/2 of your social security Benefits

Social Security Benefits Taxes