How do I know if I should claim my SSA-1099
Do I claim my SSA-1099 if married filing joint and my spouse made $33,000?
Do I claim my SSA-1099 if married filing joint and my spouse made $33,000?
Yes, you have to enter the SSA-1099 that you received for the Social Security benefits on your 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:
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