What should a person do with a Form 1098 for a person who receives disability and social security income ?
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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.
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.
If the Social Security benefits is your ( and your spouse’s if married) only income then there is no need for you to file a tax return UNLESS one or more of these apply :
In this case the 1098 for the mortgage interest that you paid is immaterial and useless.
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