topic Re: Social security in Retirement tax questions

Social security

kokoknit — Mon, 27 Jan 2020 00:16:04 GMT

How do we report my husband's two separate SSA 1099 forms? There is only one box in which to report this. Do we add the two totals together? Both of the forms has his SS number on it but of the forms has a claim number that is my SS number followed by B1; the other form has his SS number followed by the letter A.

Re: Social security

rjs — Mon, 27 Jan 2020 02:24:44 GMT

Add the amounts on the two SSA-1099 forms together and enter the total in TurboTax.

Re: Social security

leisy28 — Thu, 30 Jan 2020 13:42:03 GMT

Do i claim my x husband's social security

Re: Social security

AmyC — Thu, 30 Jan 2020 22:50:58 GMT

If you are filing MFJ, then you would add his social security.

@leisy28

Re: Social security

leisy28 — Thu, 30 Jan 2020 23:08:30 GMT

I tried but there was no where to put it i guess ill wait and see what Michigan tax says

Re: Social security

leisy28 — Thu, 30 Jan 2020 23:10:36 GMT

What is MFJ

Re: Social security

DoninGA — Thu, 30 Jan 2020 23:12:38 GMT

@leisy28 wrote:

What is MFJ

Married Filing Jointly

Re: Social security

rjs — Fri, 31 Jan 2020 01:35:28 GMT

@leisy28 wrote:

Do i claim my x husband's social security

If he is your EX-husband because you were already divorced before the end of 2019, then you cannot file as married filing jointly, nor as married filing separately, because at the end of 2019 you were no longer married. You have to file as single, or as head of household if you meet the requirements for that.

It's not clear why you would report your EX-husband's Social Security benefits on your tax return, unless you received Social Security benefits on his account. Did you receive a Form SSA-1099 for the Social Security payments? Whose name and Social Security number are in boxes 1 and 2 at the top of the SSA-1099? If it's your name and Social Security number, then it's your Social Security income, not your ex-husband's, and you do have to report it on your tax return. It doesn't matter whose Social Security number is in box 8 at the bottom of the SSA-1099.