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normamaae
March 10, 2023
Question

Do I need a Social Security Benefits Worksheet? Can , I complete my Tax return without my Social Security Benefits Worksheet?

  • March 10, 2023
  • 1 reply
  • 0 views
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1 reply

SteamTrain
SteamTrain
Employee
March 10, 2023

Depends.....if you are ~retirement age and get SS income, then that is where the SSA-1099 $$ are entered...so in that situation it is required....and needs $$ entered in it.   Deleting it would remove your SS income.

_____

If you did not receive any SS income during 2022, then it could probably/maybe be removed...but I'm not certain about that...or what the effect would be, if any.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
fanfare
fanfare
Employee
March 10, 2023

you have to calculate the taxable part of your Social Security.

That's one reason why most people use tax software.

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