https://ttlc.intuit.com/community/taxes/discussion/death-benefits/01/3411433#M1257783 <P>I received a death benefit from my son's Union the Teamsters Union and it was taxed and I'm on Social Security and don't make very much money am I eligible to get that tax money back by filing a tax return</P> Sat, 28 Dec 2024 01:05:17 GMT qtothed 2024-12-28T01:05:17Z https://ttlc.intuit.com/community/taxes/discussion/death-benefits/01/3411433#M1257783 <P>I received a death benefit from my son's Union the Teamsters Union and it was taxed and I'm on Social Security and don't make very much money am I eligible to get that tax money back by filing a tax return</P> Sat, 28 Dec 2024 01:05:17 GMT https://ttlc.intuit.com/community/taxes/discussion/death-benefits/01/3411433#M1257783 qtothed 2024-12-28T01:05:17Z https://ttlc.intuit.com/community/taxes/discussion/re-death-benefits/01/3411435#M1257784 <P>Yes if they took tax withholding out of it. &nbsp; You will probably get a 1099R for it. &nbsp; You can file a tax return to claim any refund. &nbsp; &nbsp;When you file a tax return you need to enter all your income including Social Security on a SSA-1099. &nbsp;</P> Sat, 28 Dec 2024 01:08:20 GMT https://ttlc.intuit.com/community/taxes/discussion/re-death-benefits/01/3411435#M1257784 VolvoGirl 2024-12-28T01:08:20Z