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Level 3
February 25, 2021
Solved

Two SSA-1099 forms

  • February 25, 2021
  • 3 replies
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Client received an SSA-1099 for her social security benefits - but also received an SSA-1099 for benefits received on behalf of her deceased son.   Where do I report that second form?    I'm assuming these are reportable.   Son was on social security disability until he died in 2019.    Have never run across anything like this before.   Always thought social security benefits stopped when a person dies. 

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Best answer by TAXOH

I use Proseries but I just add the 2 together and enter on 1 worksheet.

3 replies

Just-Lisa-Now-
Intuit Community Champion
February 25, 2021

Is her SSN at the top of both forms?  

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxmasterAuthor
Level 3
February 26, 2021

Yes, her number appears on both. 

BobKamman
Level 15
February 25, 2021

Along with the worker’s children and spouses, their dependent parents also may be eligible for a survivors benefit.

https://www.ssa.gov/pubs/EN-05-10036.pdf 

TAXOH
TAXOHAnswer
Level 10
February 26, 2021

I use Proseries but I just add the 2 together and enter on 1 worksheet.