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March 10, 2024
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My husband had no income for 2023, but he did receive social security benefits, is that considered income?

  • March 10, 2024
  • 2 replies
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Best answer by VolvoGirl

Yes you have to enter it into your return.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes (Personal for Home&Business)

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

 

Up to 85% of Social Security becomes taxable when all your 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

 

2 replies

Employee
March 10, 2024

Yes, that is income, but whether it is taxed or not depends on what other income is reported on the return. 

VolvoGirl
VolvoGirlAnswer
Employee
March 10, 2024

Yes you have to enter it into your return.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes (Personal for Home&Business)

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

 

Up to 85% of Social Security becomes taxable when all your 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