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What is Spousal AGI for social security benefit

how to determine spousal AGI on social security benefit form SSA 1099

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2 Replies
KrisD15
Expert Alumni

What is Spousal AGI for social security benefit

It may not be clear what you're asking. 

Are you saying that the program is asking about AGI (Adjusted gross Income) when you're entering a SSA-1099?

Does the SSA-1099 report benefits paid in 2025 that were for a prior year? 

 

Is it something else? 

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dmertz
Level 15

What is Spousal AGI for social security benefit

There is no separate AGI for each spouse when married filing jointly.  For the purpose of calculating the taxable amount of Social Security benefits, modified AGI is the amount on line 11 (line 11a or 11b on the 2025 From 1040) plus the amount on line 2a.

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