topic How to file uif im on social security? in Retirement tax questions

How to file uif im on social security?

bentley1953- — Tue, 10 Mar 2026 05:06:57 GMT

Re: How to file uif im on social security?

xmasbaby0 — Mon, 20 Jun 2022 12:51:33 GMT

If Social Security is your only income you are not required to file a tax return unless you have a 1095A for marketplace health insurance. If you have other income in addition to the Social Security you may need to file a tax return.

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

When you are on Social Security you will receive a SSA1099 each year in late January.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

Re: How to file uif im on social security?

DoninGA — Mon, 20 Jun 2022 12:52:02 GMT

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.
However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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