How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Lev Your Own Question

Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 22615
Experience:  Taxes, Immigration, Labor Relations
Type Your Tax Question Here...
Lev is online now
A new question is answered every 9 seconds

In filling out turbo tax 2011 I dont follow where I put my

Customer Question

In filling out turbo tax 2011 I don't follow where I put my son's SSA-1099 of $12,084. I am disabled and he gets money while he's still in high school, although he is 18 as of Sept 21.?
Submitted: 2 years ago.
Category: Tax
Expert:  InfoTaxes replied 2 years ago.

InfoTaxes :

Hello and thank you for using justanswer.com

InfoTaxes :

Are you using turbo tax online?

Customer: No
InfoTaxes :

Are you using the CD?

Customer: Yes
InfoTaxes :

The reason I'm asking is because it is different

InfoTaxes :

You will need to do the following

InfoTaxes :

In the search box you will type SSA-1099

InfoTaxes :

and after that all you need to is enter the information

InfoTaxes :

the form will be there for you as soon as you type SSA-1099 and click search

InfoTaxes :

Try it and let me know if it works, I will be here waiting.

Customer:

it comes up but it doesn't tell me what to do with multiple ones

Customer:

i take that back it says if you have more than one add them up but I have one and he has one

Customer:

do I add my box 5 with his box 5?

InfoTaxes :

His SSA in 2011 was $12084?

Customer:

yes and mine was 24,186

Customer:

his in his name as is mine in my name

Customer:

when he was a minor it showed up in my name for him

InfoTaxes :

Is he disable?

InfoTaxes :

Disabled? sorry

Customer:

no I am 100%. The disability insurance I have had me file to have SS pay instead of them carrying it all

Customer:

it would be nice if it was his becasue then it would be tax free

InfoTaxes :

But the SSA is on his name?

InfoTaxes :

SSi payments are not taxable

Customer:

in his name this year because he turned 18 in September. In the past it was in my name receiving for him...

InfoTaxes :

Are those SSI? Suplemental social security income? if those payments are SSI are not taxable

Customer:

i dont think so

Customer:

no the literature says no SSI was imncluded

InfoTaxes :

Let me opt out for another expert to help I have to leave my office right now and I want you to get the help you need, please give a minute!

Customer:

Its called social security benefit statement

Customer:

i'm going to bed

Expert:  Lev replied 2 years ago.

Hi and welcome to Just Answer!

That is not Supplemental Security Income - because Supplemental Security Income is not reported on form 1099SSA.

That is Social Security benefits paid to your dependent son because of your disability.

These benefits are paid and reported on your son's name and with his SSN - so that is his income - not yours - and you do not need to report that income on your income tax return.

 

If your son files his income tax return - that income would be reported. However if that is his only income - Supplemental Security benefits are not taxable - and your son is not required to file his tax return.

Let me know if you need any help.

 

Customer: replied 2 years ago.
Is this some kind of short term exception? Last year it was benifits for him but it was tied to my SSN because he was a minor. This year he is an adult and its his income.
Customer: replied 2 years ago.
?
Expert:  Lev replied 2 years ago.
Is this some kind of short term exception?
Exception from what?
That is not your taxable income - do not report it on your tax return - you do not need any exception.
Last year it was benefits for him but it was tied to my SSN because he was a minor. This year he is an adult and its his income.
That is his income even it was paid based on your SSA record ( tied to your SSN) - so regardless if he is a manor or not - that is HIS income. However if that is his only income - none are taxable - and your son is not required to file his tax return.
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 22615
Experience: Taxes, Immigration, Labor Relations
Lev and 2 other Tax Specialists are ready to help you
Customer: replied 2 years ago.
thank you
Expert:  Lev replied 2 years ago.
You are welcome. Sorry for confusions.

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Last | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
 
 
 

Meet The Experts:

 
 
 
  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
< Last | Next >
  • http://ww2.justanswer.com/uploads/KU/KUMI95/2013-9-30_195031_kumar.64x64.jpg Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    570
    10 years experience
  • http://ww2.justanswer.com/uploads/CU/Cuttinggirl/2011-10-29_03719_wcrop2.64x64.jpg Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    3052
    15+ years tax preparation and tax advice.
  • http://ww2.justanswer.com/uploads/CATax/2009-08-04_204548_Mark.jpg Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    985
    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • http://ww2.justanswer.com/uploads/IN/insearchoftheanswer/2013-8-16_0233_attorney.64x64.jpg Richard's Avatar

    Richard

    Tax Attorney

    Satisfied Customers:

    3229
    29 years of experience as a tax, real estate, and business attorney.
  • http://ww2.justanswer.com/uploads/MY/MyVirtualCPA/2012-7-5_44024_cookmegan1.64x64.jpg Megan C's Avatar

    Megan C

    Certified Public Accountant (CPA)

    Satisfied Customers:

    6121
    Licensed CPA, CFE, CMA who teaches accounting courses at Master's Level
  • http://ww2.justanswer.com/uploads/JG/jgordosea/2012-6-7_43138_GordosVeritas.64x64.jpg jgordosea's Avatar

    jgordosea

    Enrolled Agent

    Satisfied Customers:

    2783
    I've prepared all types of taxes since 1987.
  • http://ww2.justanswer.com/uploads/OZ/ozaukeecpa/2012-6-7_193219_Picture1croppedandshrunk.64x64.jpg MequonCPA's Avatar

    MequonCPA

    Certified Public Accountant (CPA)

    Satisfied Customers:

    2231
    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.