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Form SSA-1099 Social Security Benefit Statement

  • Taxpayers must include Form SSA-1099 with their return if they are otherwise required to file

  • Social Security benefits can be 50-85% taxable

  • Taxpayers receiving SSI will not receive this form

  • For more information regarding the taxable portion of Social Security benefits reference: Is Social Security Income Taxable?

Follow the instructions below to correctly enter the Form SSA-1099:

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