turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Social Security payment received as an heir

My father died in January of 2024.  The final, prorated amount of his Social Security Retirement Benefits was divided in half and my sibling and I each received a check. I now have a Form SSA-1099 for $10.35. 
On the Turbo Tax screen where it asks if I "received any Social Security benefits in 2024", do I proceed and enter this amount in that location? 
Thank you! 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
AnnetteB6
Employee Tax Expert

Social Security payment received as an heir

Yes, that is where you would enter the information from Form SSA-1099 if the form was issued under your Social Security number.  If it was reported under your father's Social Security number, do not enter it on your return.

 

My condolences for your loss.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
AnnetteB6
Employee Tax Expert

Social Security payment received as an heir

Yes, that is where you would enter the information from Form SSA-1099 if the form was issued under your Social Security number.  If it was reported under your father's Social Security number, do not enter it on your return.

 

My condolences for your loss.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question