IS SSA-1099 income taxable?

[FTS13]

This is married filing jointly return, husband makes $65k a year? Is it taxable?

[Catherine]

Very likely -- to find out for sure, and how much, fill out the Social Security Benefits Worksheet. Should be in your software; else in The Tax Book (page 16-3), most likely QuickFinders, definitely on the IRS web site.

[Jack from Ohio]

This is a discussion board for tax professionals. Ask your do-it-yourself tax program. www.irs.gov is also a place with tons of information.

[Terry D EA]

I agree with Catherine that it is most likely taxable. You do have to complete the SS benefits worksheet to determine that amount that is taxable.

[Pacun]

Nice catch Jack. The question is coming (most likely) from a taxpayer.

[jklcpa]

Checking this person's posts you will see that this person used the home version of Turbo Tax last year to prep family returns for free, started prep'ing returns as a business this year, purchased ATX, and wondered if the files would transfer.

It's more than a little worrisome that a person in the tax prep business would ask such a question. Ah, but that is part of the reason for the PTIN registration and testing! Hope this "preparer" is up on that.

[Jack from Ohio]

If he does not have a PTIN, he will not be e-filing using ATX. He will also need an EFIN as well. I hope his clients are comfortable with his knowlege(?) and his ability or willingness to help if there is an issue down the road.

My gut says... none of the above. He will use ATX to create and print returns to be filed as "self prepared."