topic Is SSI the same as social security benefits for tax filing in Retirement tax questions

Is SSI the same as social security benefits for tax filing

kpolehonki — Tue, 10 Feb 2026 09:59:30 GMT

Re: Is SSI the same as social security benefits for tax filing

DoninGA — Tue, 16 Jan 2024 18:16:33 GMT

SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to meet basic needs for food, clothing, and shelter. SSI is not reported on a tax return.

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

Re: Is SSI the same as social security benefits for tax filing

xmasbaby0 — Tue, 16 Jan 2024 18:37:11 GMT

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

You will not receive a tax document for SSI. SSI is not entered on a tax return.

If you are getting Social Security benefits (including Social Security Disability) you will get a SSA1099 in January which you enter on your tax return.

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