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
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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