topic If my first ever Social Security check arrives in January 2024 because I am 70 in December 2023, is that income part of 2023 tax year (paid in arrears I believe) or 2024? in Get your taxes done using TurboTax https://ttlc.intuit.com/community/taxes/discussion/if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023-is/01/3082692#M1125742 Tue, 24 Feb 2026 07:10:09 GMT PLDub 2026-02-24T07:10:09Z If my first ever Social Security check arrives in January 2024 because I am 70 in December 2023, is that income part of 2023 tax year (paid in arrears I believe) or 2024? https://ttlc.intuit.com/community/taxes/discussion/if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023-is/01/3082692#M1125742 Tue, 24 Feb 2026 07:10:09 GMT https://ttlc.intuit.com/community/taxes/discussion/if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023-is/01/3082692#M1125742 PLDub 2026-02-24T07:10:09Z Re: If my first ever Social Security check arrives in January 2024 because I am 70 in December 2023, is that income part of 2023 tax year (paid in arrears I believe) or 2024? https://ttlc.intuit.com/community/taxes/discussion/re-if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023/01/3082698#M1125744 <P>If your first SS check is sent in 2024 it will be income for 2024.&nbsp; &nbsp;In January of 2025 Social Security will mail you a SSA1099 showing all of your SS benefits received in 2024, and you will use that when you prepare your 2024 tax return.</P> Thu, 10 Aug 2023 20:39:28 GMT https://ttlc.intuit.com/community/taxes/discussion/re-if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023/01/3082698#M1125744 xmasbaby0 2023-08-10T20:39:28Z Re: If my first ever Social Security check arrives in January 2024 because I am 70 in December 2023, is that income part of 2023 tax year (paid in arrears I believe) or 2024? https://ttlc.intuit.com/community/taxes/discussion/re-if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023/01/3082700#M1125746 <P>My understanding is that a SSA deposited in January is included in the new year's 1099-SSA, so 2024.</P> Thu, 10 Aug 2023 20:47:22 GMT https://ttlc.intuit.com/community/taxes/discussion/re-if-my-first-ever-social-security-check-arrives-in-january-2024-because-i-am-70-in-december-2023/01/3082700#M1125746 guywong 2023-08-10T20:47:22Z