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April 11, 2025
Question

how to report survivor benefits

  • April 11, 2025
  • 1 reply
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i receive survivor benefits, am 17 years old and work part time, how do i report survivor benefits?

1 reply

DoninGA
Employee
April 11, 2025

Assuming that your are referring to Survivor Benefits from the Social Security Administration -

 

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.


However, if the Social Security benefits is the Only income to be reported on the tax return and there is no federal income taxes being withheld, then there is no reason or need to file a 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