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Filing taxes as a Retiree and acting as a representative for a minor

As a Retiree who is acting as a SSA benefits representative for a minor child, what should I focus on when reporting taxes during the first year?  The child's mother passed away in 2024.

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2 Replies

Filing taxes as a Retiree and acting as a representative for a minor

You don't include their income on your return. It would only go on their return if they are required to file one. If they only got Social Security or SSDI or ssi they don’t have to file a return and nobody reports it. See reporting a dependent's SSA-1099
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/need-report-dependent-ssa-1099-...

 

Filing taxes as a Retiree and acting as a representative for a minor

Do not enter the SSA1099 for your child on your own tax return.   Someday if the child has other income  (after school job, etc.) and is filing a tax return, for that tax year he will need to include the SSA1099 on his own return.  Until then, it does not get entered anywhere.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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