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Arthur Rubin
Arthur Rubin, Tax Preparer
Category: Social Security
Satisfied Customers: 1493
Experience:  Over 20 years experience in tax preparation, including some multi-national Social Security applications.
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I received 3 social security checks last year. Do I claim

Customer Question

I received 3 social security checks last year. Do I claim this on my tax as income....will I be getting a statement from socsec with the information???? like a w2???
Submitted: 9 months ago.
Category: Social Security
Customer: replied 9 months ago.
I have been for over 35 minutes.....please cancel the subscription now
Expert:  Arthur Rubin replied 9 months ago.

If you're still interested in an answer:

Unless you do not have a filing requirement, and this is Social Security income (rather than disability income or welfare benefits from Social Security), you need to report the income on line 14a of form 1040A or line 20a of form 1040. Depending on your other income, from 0% to 85% of the amount is reported on line 14b/20b, and is taxable.

You should have received a 1099-SSA from Social Security. If you haven't you can request a replacement.

If you still want a refund, I understand, but there's aren't many experts on at midnight Pacific time.

Customer: replied 9 months ago.
Sorry about that - we are just going to take our taxes to be done professionally. This for your assistance

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