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previous page Previous Page: Publication 915 - Social Security and Equivalent Railroad Retirement Benefits - Social Security and Equivalent Railroad Retirement Benefits
next page Next Page: Publication 915 - Social Security and Equivalent Railroad Retirement Benefits - How Much Is Taxable?
 Use previous pagenext page to find additional occurrences of topic items.Index for this Publication
taxmap/pubs/p915-001.htm#en_us_publink100097885

How To Report Your Benefits(p5)


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If part of your benefits are taxable, you must use Form 1040 or Form 1040A. You cannot use Form 1040EZ.
taxmap/pubs/p915-001.htm#en_us_publink100097886

Reporting on Form 1040.(p5)


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Report your net benefits (the amount in box 5 of your Form SSA-1099 or Form RRB-1099) on line 20a and the taxable part on line 20b. If you are married filing separately and you lived apart from your spouse for all of 2008, also enter "D" to the right of the word "benefits" on line 20a.
taxmap/pubs/p915-001.htm#en_us_publink100097887

Reporting on Form 1040A.(p5)


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Report your net benefits (the amount in box 5 of your Form SSA-1099 or Form RRB-1099) on line 14a and the taxable part on line 14b. If you are married filing separately and you lived apart from your spouse for all of 2008, also enter "D" to the right of the word "benefits" on line 14a.
taxmap/pubs/p915-001.htm#en_us_publink100097888

Benefits not taxable.(p5)


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If you are filing Form 1040EZ, do not report any benefits on your tax return. If you are filing Form 1040 or Form 1040A, report your net benefits (the amount in box 5 of your Form SSA-1099 or Form RRB-1099) on Form 1040, line 20a, or Form 1040A, line 14a. Enter -0- on Form 1040, line 20b, or Form 1040A, line 14b. If you are married filing separately and you lived apart from your spouse for all of 2008, also enter "D" to the right of the word "benefits" on Form 1040, line 20a, or Form 1040A, line 14a.
previous pagePrevious Page: Publication 915 - Social Security and Equivalent Railroad Retirement Benefits - Social Security and Equivalent Railroad Retirement Benefits
next pageNext Page: Publication 915 - Social Security and Equivalent Railroad Retirement Benefits - How Much Is Taxable?
 Use previous pagenext page to find additional occurrences of topic items.Index for this Publication