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Up until last year my mknthly benefits were not 3 uf to file…

Customer Question
Up until last year...

Up until last year my mknthly benefits were not 3 uf to file a federal income tax statement. Now, since getting survivor benefits, I u derstand I must file. Do I need a form from you or the gov, or . . . ..

Accountant's Assistant: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Is there anything else important you think the Retirement Accountant should know?

Dont tbink so

Submitted: 4 months ago.Category: Social Security
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Answered in 3 minutes by:
12/20/2017
Social Security Expert: lev-tax, Tax Advisor replied 4 months ago
lev-tax
lev-tax, Tax Advisor
Category: Social Security
Satisfied Customers: 32,709
Experience: Taxes, Immigration, Labor Relations
Verified

If you meant - social security surviving benefits - these will be reported on form SSA-1099.

That form is sent to all recipients every January.

If these benefits are your ONLY income - you are not required to file.

But if you have other types of income - we woudl need to verify.

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Customer reply replied 4 months ago
These 1099 and my own SSA is my only income except for a small return on a Merrill Edge account. What is the minimum income needed to file?
Social Security Expert: lev-tax, Tax Advisor replied 4 months ago

If you are getting 1099MISC form - filing requirements starts from $400.

Otherwise - you are required to file if your total income is above $10,400 - assuming you are single.

Social security benefits are not counted here for most taxpayers.

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