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Jonathan Tierney
Jonathan Tierney, Certified Public Accountant
Category: Social Security
Satisfied Customers: 322
Experience:  Tax Accountant at Praxair, Inc.
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Do I need to include denise hartrick's social security benefits

Customer Question

do I need to include denise hartrick's social security benefits form SSA 1099 (Box) 5 ( $3447.00)?
Submitted: 1 year ago.
Category: Social Security
Expert:  Jonathan Tierney replied 1 year ago.
Hi, my name is ***** ***** I can help. I have a few questions to clarify a things: Are you talking about her personal return? Does she have any other income? Do you know her filing status and whether she is anyone's dependent?
Customer: replied 1 year ago.
I made 21625.20 last year. I am not anyone's dependent. I am married.
Expert:  Jonathan Tierney replied 1 year ago.
Then yes, the gross Social Security benefits of $3,447 get reported on box 20a of Form 1040, however with that income level none of it would be taxable so box 20b would be zero. I hope this answers your question. Please let me know if I can clarify anything or answer any additional questions.Thanks, Jonathan