2018年10月10日 · An SSA-1099, also known as a Social Security Benefit Statement, details income from Social Security payments. The Social Security Administration mails SSA-1099s every January to U.S. citizens and residents who received benefits the previous year so they can include the information on their tax returns.

2025年2月22日 · 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.

2019年6月3日 · Using the Search feature in the upper right corner of the screen, enter SSA-1099 and perform the search. Then click on Jump to SSA-1099, which is the first item in the search results. 3. Select Yes, let's work on Social Security benefits and click Continue. 4. Check the first box, Form SSA-1099. 5.

2025年1月26日 · The Form SSA-1099 should show a total amount in box 5, and then the amount that is designated for each year in box 3. Worksheet 4 is included after Worksheet 2 is completed for each year. Be sure to select "lump-sum" method of reporting in this situation which is all done on the tax return for the year of receipt of the benefits.

2019年6月7日 · Look at Box 2 of the SSA-1099 and you should see the child’s SSN. If that is the only income a child has, then the child does not have to file or report it either. If the child has enough other income to be required to file, then the child reports the SS on the child's return.

No. Your child or other dependent would report their SSA-1099 on their own return, but only if they make enough income to be required to file (this is uncommon). If Social Security is your dependent's only income, they most likely don't need to file a return.

2025年3月4日 · No, you shouldn't ignore your 2024 SSA-1099 because you actually did receive that money in 2024. Your instinct that the 2023 SSA-1099 should be revised is on target. The Form SSA-1099 should have shown the amount paid to your husband on 8/16/23 in box 3.

2020年5月14日 · Form SSA-1099 reports Social Security benefits you received from the Social Security Administration (SSA). Some examples are Social Security retirement benefits, disability benefits and survivor benefits. Social Security benefits may or may not be taxable for a given year, depending on certain factors.

2025年1月6日 · I found a Social Security article and it lists the SSA-1099 versions down in Section E SSA - POMS: GN 05002.005 - The Social Security Benefit Statement - 05/20/2024 ‎January 6, 2025 11:33 AM

2021年3月4日 · 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 . This is from 2020 but there is no Payer EIN box on the SS entry screen.