topic Are Social Security benefits taxable in the year to which they are attributed or the year in which they are received? in Retirement tax questions

Are Social Security benefits taxable in the year to which they are attributed or the year in which they are received?

tmtolliver — Mon, 03 Jun 2019 18:34:55 GMT

A December 2018 benefit is typically not paid until January. Is it taxable in 2018 or 2019?

The receipt date is what governs "when" it's taxable.

TomYoung — Mon, 03 Jun 2019 18:34:56 GMT

The receipt date is what governs "when" it's taxable.

A Social Security benefit paid in December would be paid...

DoninGA — Mon, 03 Jun 2019 18:34:57 GMT

A Social Security benefit paid in December would be paid on the 1'st Wednesday through the last Wednesday of the month depending on your date of birth.

You will get a SSA1099 for your 2018 SS benefits. Go to F...

xmasbaby0 — Mon, 03 Jun 2019 18:34:58 GMT

You will get a SSA1099 for your 2018 SS benefits. Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

@DoninGA Not really, that Dec check is payment of your N...

fanfare — Mon, 03 Jun 2019 18:34:59 GMT

@DoninGA Not really, that Dec check is payment of your November benefits, even when it comes on the last Wednesday.

@DoninGA Not really, that Dec check is payment of your N...

fanfare — Mon, 03 Jun 2019 18:35:01 GMT

@DoninGA Not really, that Dec check is payment of your November benefits, even when it comes on the last Wednesday.

So, the January 2019 check for December 2018 benefits is...

tmtolliver — Mon, 03 Jun 2019 18:35:03 GMT

So, the January 2019 check for December 2018 benefits is taxable in 2019. Correct?

yep

Anonymous — Mon, 03 Jun 2019 18:35:04 GMT

yep

so december 2018 benefits paid in january 2019 are taxabl...

Anonymous — Mon, 03 Jun 2019 18:35:05 GMT

so december 2018 benefits paid in january 2019 are taxable in 2019 and that's how the SSA reports it on form 1099-ssa that yuo will get

Thanks

tmtolliver — Mon, 03 Jun 2019 18:35:07 GMT

Thanks

the january 2019 check will not be on the 2018 1099-ssa

Anonymous — Mon, 03 Jun 2019 18:35:08 GMT

the january 2019 check will not be on the 2018 1099-ssa