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sweet1479
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Husband gets Ssd,i receive a portion of his Ssd.He didn't work but i do.Should i file(seperate, head of household or jointly?Do i claim his Ssd or just what i received?

 
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Husband gets Ssd,i receive a portion of his Ssd.He didn't work but i do.Should i file(seperate, head of household or jointly?Do i claim his Ssd or just what i received?

When married and living together you can only file as Married Filing Jointly or Married Filing Separately.  You would want to file as Married Filing Jointly since you receive the highest standard deduction of $12,700 and you each receive a personal exemption of $4,050

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are reported on a federal tax return.

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

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 social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits

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Husband gets Ssd,i receive a portion of his Ssd.He didn't work but i do.Should i file(seperate, head of household or jointly?Do i claim his Ssd or just what i received?

When married and living together you can only file as Married Filing Jointly or Married Filing Separately.  You would want to file as Married Filing Jointly since you receive the highest standard deduction of $12,700 and you each receive a personal exemption of $4,050

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are reported on a federal tax return.

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

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 social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits

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