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Publication 915
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taxmap/pubs/p915-001.htm#en_us_publink100097885

How To Report Your Benefits(p5)

rule
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)

rule
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 2010, 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)

rule
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 2010, 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)

rule
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 2010, also enter "D" to the right of the word "benefits" on Form 1040, line 20a, or Form 1040A, line 14a.
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