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Level 1
February 27, 2020
Question

to inter formSSA-1099-sm

  • February 27, 2020
  • 2 replies
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where do I inter SSI

    2 replies

    DoninGA
    Level 15
    Level 15
    February 27, 2020

    SSI is Supplemental Security Income and is not from the Social Security Administration. It is designed to help aged, blind, and disabled people, who have little or no income; and. It provides cash to meet basic needs for food, clothing, and shelter. SSI is not reported on a tax return.

     

    Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are reported on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.
    However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

     

    To enter Social Security benefits reported on form SSA-1099

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On Social Security (SSA-1099, RRB-1099), click the start or update button

     

    Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

    Married Filing Jointly - $32,000
    Single or Head of Household - $25,000
    Married Filing Separately - 0

     

    VolvoGirl
    Level 15
    February 27, 2020

    Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

     

    OR

    Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

    Federal Taxes on the left side or top

    Wages and Income

    Then scroll down to Retirement Plans and Social Security

    Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

     

    Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

    Married Filing Jointly: $32,000

    Single or head of household: $25,000

    Married Filing Separately: 0

     

    By the way, you aren't getting ssi.  You don't get a SSA-1099 for ssi.  SSI stands for supplemental security income not Social Security.  SSI is not reported and not taxable.