If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?

mommakelbel — Tue, 10 Feb 2026 09:25:33 GMT

Re: If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?

DoninGA — Fri, 26 Jan 2024 23:23:29 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

Re: If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?

Opus 17 — Fri, 26 Jan 2024 23:31:40 GMT

I don't know what you mean by "over the amount above." If you have other taxable income, your SS benefit may be taxable even if the benefit is less than $25,000. Enter your SSA-1099 as-is, and let turbotax figure out how much, if any, is taxable.

topic If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above? in Retirement tax questions

If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?

Re: If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?

Re: If my social security says it is below the 25,000.00 why do I have to put the amount from box 5 of the SSA-1099 which is over the amount above?