Received SSA-1099 for nephew as guardian. Are his benefits included in my tax return?

[n1njah]

SSA-1099 is in his name, received after death of his parents. Another box shows "nephew's name, FOR my name". Should his SSA-1099 be included?

[DoninGA · Accepted solution]

You do not enter a dependent's SSA-1099 on your tax return.  If the dependent has no other income they do not report the benefits received on a tax return.

[n1njah]

Thank you - And if i do not claim him as a dependent? Same thing?

[DoninGA]

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@n1njah wrote:

Thank you - And if i do not claim him as a dependent? Same thing?

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Yes, same thing.  You do not report his SSA-1099 on your tax return.  Only if you are married and filing jointly with your spouse would you enter both your SSA-1099 and your spouse's SSA-1099 on one tax return, no one else's benefits are reported on your tax return.

[VolvoGirl]

 Does he have any other income?  If they only get SS, SSDI or a SSA-1099 they don't have to file a return and nobody reports it.  But if he needs to file a return for other income like W2 or 1099Misc he needs to report the SSA-1099 on his return.

[n1njah]

Thanks!

[n1njah]

No he doesn't have any other income. Thank you