What do I file my spouses Form SSA-1099 undet

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

 

All SSA-1099 forms get entered in the same place:

 

1. Open or continue your return.
2. Navigate to the Social Security benefits section:
   • TurboTax Online/Mobile: Go to Social Security benefits.
   • TurboTax Desktop: Search for Social Security benefits and then select the Jump to link.
3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.

 

Are you filing a Joint return?   For Social Security there should be a screen with 2 columns, one for you and one for your spouse.

 

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

Up to 85% of Social Security 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

 

For 2024 Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.