topic Because I am on disability I won't receive a 1099 form so what do I do when I'm asked to enter this on my tax questions? in Retirement tax questions

Because I am on disability I won't receive a 1099 form so what do I do when I'm asked to enter this on my tax questions?

jjsgma003 — Sat, 05 Feb 2022 03:29:47 GMT

When I contacted social security I was told I won't get a 1099

ColeenD3 — Sat, 05 Feb 2022 14:13:57 GMT

Do you know the amount of income you received via check? You can enter it using those figures.

You may not need to file a return at all. The filing requirements are below.

Single filing status:
- $12,550 if under age 65
- $14,250 if age 65 or older
Married filing jointly:
- $25,100 if both spouses under age 65
- $26,450 if one spouse under age 65 and one age 65 or older
- $27,800 if both spouses age 65 or older
Married filing separately — $5 for all ages
Head of household:
- $18,800 if under age 65
- $20,500 if age 65 or older
Qualifying widow(er) with dependent child:
- $25,100 if under age 65
- $26,450 if age 65 or older

A Social Security 1099 or 1042S Benefit Statement, also called an SSA-1099 or SSA-1042S, is a tax form that shows the total amount of benefits you received from Social Security in the previous year. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).

BASSMANRU — Fri, 09 Feb 2024 12:17:54 GMT

I have a SSA 1099 for last year. Where do I enter this income ?

DaveF1006 — Fri, 09 Feb 2024 13:25:41 GMT

Here is how to enter your social security information.