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I have 2 SSA-1099. How to enter them?

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Wade Lippman

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Jan 11, 2024, 4:52:31 PM1/11/24
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I am filing a joint return. My wife has one SSA-1099 and I have two SSA-1099. One is from before I was 70 and got spousal benefits, and the Second is from after I was 70 and got my own benefit.
How do I enter them?
H&R Block says I should simply add them, but they do not know if that is acceptable to the IRS.
Is that the correct method? If not, what is?

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Bob Sandler

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Jan 11, 2024, 5:17:39 PM1/11/24
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>I am filing a joint return. My wife has one SSA-1099 and I have two SSA-1099. One is from before I was 70 and got spousal benefits, and the Second is from after I was 70 and got my own benefit.
>How do I enter them?
>H&R Block says I should simply add them, but they do not know if that is acceptable to the IRS.
>Is that the correct method? If not, what is?

Add your two SSA-1099 forms together and enter the total.

The Social Security Benefits Worksheet in the IRS
instructions for Form 1040 says "Enter the total amount from
box 5 of all your Forms SSA-1099."

Bob Sandler

Rick

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Jan 12, 2024, 4:56:48 PM1/12/24
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"Wade Lippman" wrote in message
news:a19dc625-228b-4be1...@googlegroups.com...
>
>I am filing a joint return. My wife has one SSA-1099 and I have two
>SSA-1099. One is from before I was 70 and got spousal benefits, and the
>Second is from after I was 70 and got my own benefit.
>How do I enter them?
>H&R Block says I should simply add them, but they do not know if that is
>acceptable to the IRS.
>Is that the correct method? If not, what is?
>

I had this exact same situation for the year in which I turned 70. I had
two SSA-1099 forms, one from receiving a spousal benefit for two months and
one for my full benefit the rest of the year, and my wife had her own form
for the year. I simply added them all together and entered the totals, and
IRS had no problem with my return. You don't actually have to include the
1099s with the return.

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Wade Lippman

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Jan 12, 2024, 7:27:15 PM1/12/24
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On Friday, January 12, 2024 at 4:56:48 PM UTC-5, Rick wrote:
> "Wade Lippman" wrote in message
> news:a19dc625-228b-4be1...@googlegroups.com...
> >
> >I am filing a joint return. My wife has one SSA-1099 and I have two
> >SSA-1099. One is from before I was 70 and got spousal benefits, and the
> >Second is from after I was 70 and got my own benefit.
> >How do I enter them?
> >H&R Block says I should simply add them, but they do not know if that is
> >acceptable to the IRS.
> >Is that the correct method? If not, what is?
> >
> I had this exact same situation for the year in which I turned 70. I had
> two SSA-1099 forms, one from receiving a spousal benefit for two months and
> one for my full benefit the rest of the year, and my wife had her own form
> for the year. I simply added them all together and entered the totals, and
> IRS had no problem with my return. You don't actually have to include the
> 1099s with the return.
>
Thanks. I was concerned that nothing will match the documents they get from SS; but if it is normal, I guess they can deal with it.
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