"Wade Lippman" wrote in message news:
[email protected]...
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?
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.
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