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April 10, 2024
Question

Do I file my SSA?

  • April 10, 2024
  • 2 replies
  • 0 views
I have a 1099 SSA benefit statement.   There's no employer number.   

2 replies

DoninGA
Employee
April 10, 2024

If you are being asked for an employer EIN, you are in the wrong section of the program.  Please delete the form you are trying to enter the SSA-1099.

 

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

April 10, 2024

Yes, that's correct and unnecessary.  You are not asked for the employer identification number (EIN) when entering your social security income.  You may not have to file if this is all you have for income in 2023.

 

The maximum amount of social security benefits that can be added to your tax return is 85% of your total benefits.

  • if half of your social security, combined with your other taxable income is below the following base amounts, then none of your social security would count as taxable income.
  • The base amount for your filing status is:
    • $25,000 if you're single, head of household, or qualifying surviving spouse,
    • $25,000 if you're married filing separately and lived apart from your spouse for the entire year,
    • $32,000 if you're married filing jointly,
    • $0 if you're married filing separately and lived with your spouse at any time during the tax year. 
  • Social Security Income FAQs
  • Where do I enter my SSA-1099?

@bobb677899 

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