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Level 1
May 9, 2021
Question

Income

  • May 9, 2021
  • 3 replies
  • 21 views

We file a joint return.  Our income consists of my pension and my wife's social security.  Your form suggests that we would have received a W-2 for her social security.  We received a Form SSA-1099 but no W-2.  The 1099 shows the deduction for Medicare premium.  Your worksheet has a place for Medicare tax deduction.  Is that the same?  It would be useful if your worksheet was geared to the 1099 language. 

    3 replies

    VolvoGirl
    Level 15
    May 9, 2021

    If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099.

     

    Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

     

    OR

    Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

    Federal Taxes on the left side or top

    Wages and Income

    Then scroll down to Retirement Plans and Social Security

    Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

     

    2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

     

    Up to 85% of Social Security 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

     

    FOR THE MEDICARE DEDUCTION 

    Only enter the Medicare from the SSA-1099 screen.  It will automatically go to Schedule A for medical deductions.

    VolvoGirl
    Level 15
    May 9, 2021

    Enter a SSA-1099 here

     

    Level 15
    May 9, 2021

    Are you having trouble with where to enter your incomes?

     

    Do not try to enter your SSA1099  or RR1099RB as a W-2.  Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

     

    When you enter your SSA1099 the Medicare that was paid from your  SS will be entered and will flow automatically to medical expenses.

     

     

     

    To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

    **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.**