SSA-1099-SM

Forum|Forum|2 years ago
February 6, 2024
3 replies
29 views

My husband passed away and my children get his survivor benefits. I am a bit confused when I need to file for them. They received SSA-1099-SM and all of them had the same benefits paid of about $25k+ and they each earned about $600 on interest. Some sites say: I have to file a claim for each child, I claim their benefits/interests on mine, I do not have to do anything, or I do have to claim each as their benefits topped $25k. My kids have no other income since they are too young to work. Please advise. Thank you.

Bsch4477

Level 15

They don’t have to file and you don’t have to do anything.

xmasbaby0

Level 15

Do not enter the SSA1099 for your child on your own tax return. Someday if the child has other income (after school job, etc.) and is filing a tax return, for that tax year he will need to include the SSA1099 on his own return. Until then, it does not get entered anywhere.

**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.**

VolvoGirl

Level 15

You don't include their income on your return. It would only go on their return if they are required to file one. If they only got Social Security or SSDI or ssi they don’t have to file a return and nobody reports it. $600 of interest is too low to report and not taxable.