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Question

recently retired

Forum|Forum|3 years ago
November 16, 2022
1 reply
0 views

Will I get a 1099 from both my former employer and SSI this year? I retired in September, 2022 and turned 65 in August, 2022

Employee Tax Expert

Employee Tax Expert

If you were both , an employee and also received Social Security benefits in 2022, you can expect to receive a form W2 from your employer and form SSA-1099 from the Social Security Administration.

You must pay taxes on up to 85% of your Social Security benefits if you file a:

Federal tax return as an “individual” and your “combined income” exceeds $25,000.
Joint return, and you and your spouse have “combined income” of more than $32,000.

If you are married and file a separate return, you probably will have to pay taxes on your benefits.

For more information go to this page.