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ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

 
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DDollar
Expert Alumni

ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

Yes, you should only be reporting your benefits.  You are not required to report the survivor benefits your son received on your tax return.

You can file amended returns for the years you claimed your son's benefits.  Generally, to claim a refund, you must file Form 1040X within 3 years after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date.

See the following FAQ for information on how to amend your returns:

https://ttlc.intuit.com/replies/3288565



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4 Replies
DDollar
Expert Alumni

ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

Yes, you should only be reporting your benefits.  You are not required to report the survivor benefits your son received on your tax return.

You can file amended returns for the years you claimed your son's benefits.  Generally, to claim a refund, you must file Form 1040X within 3 years after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date.

See the following FAQ for information on how to amend your returns:

https://ttlc.intuit.com/replies/3288565



ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

I HAVE REPORTED HIS ALONG WITH MINE IN PAST YEARS.  IS THERE ANYTHING I CAN DO ABOUT THIS?  IT'S INCOME I SHOULD NOT HAVE REPORTED. IT WOULD BE FOR YEARS 2013, 2014 & 2015
DDollar
Expert Alumni

ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

I have edited the answer to include information on filing amended returns.

ME & MY SON RECEIVE FORMS SSA-1099, SURVIVORS BENEFITS. IN THE PAST I'VE REPORTED BOTH MINE & HIS WHEN I FILE MY TAXES. AM I ONLY REQUIRED TO REPORT MINE? HE IS ONLY 15

I can download my 2015 taxes but this is the message I get:  Adobe Acrobat Reader DC could not open 'Turbo TaxReturn (1).tax2015' because it is either not a supported file type or because the file has been damaged (for example, it was sent as an email attachment and wasn't correctly decoded).  I don't see an option to open the file in a different format.  Please help

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