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June 1, 2019
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I only have non taxable income from a SSA 1099 and a form 1099R with box 7 code 7.Do I need to file return?

  • June 1, 2019
  • 1 reply
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    Best answer by DoninGA

    If the Form 1099-R has taxable income shown in box 2a then you should complete a tax return to see if you need to file as up to 85% of the Social Security benefits will be taxable if your total 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 a form 1099-R -

    • 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

    Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

    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

    1 reply

    DoninGA
    DoninGAAnswer
    Employee
    June 1, 2019

    If the Form 1099-R has taxable income shown in box 2a then you should complete a tax return to see if you need to file as up to 85% of the Social Security benefits will be taxable if your total 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 a form 1099-R -

    • 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

    Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

    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