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Client has an adopted, special-needs child, with SSA benefits. Looking for guidance on how to report this in PTO.

lvfitness
Level 2
 
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9 Comments 9
IRonMaN
Level 15

If the kid is only receiving SS benefits, there most likely is nothing to report.


Slava Ukraini!
lvfitness
Level 2

Thank you @IRonMaN - I am leaning that direction, as it is her "only source of income", but the language says "you probably will not have to file"...I don't like uncertainty, so I'm hoping to get a consensus from my peers. I appreciate you being first!

IRonMaN
Level 15

When in doubt, load the amount into a return.  When it shows up that none of the benefits are taxable you will have your consensus and then you can sleep tonight 😴


Slava Ukraini!
lvfitness
Level 2

The problem is I cannot find where to load it into PTO.

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IRonMaN
Level 15

Look for some kind of Social Security benefits worksheet in the software.  

Or, tell us how much the benefits are.


Slava Ukraini!
lvfitness
Level 2

The benefits are $15,600. She just turned 5, and she is special-needs.

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IRonMaN
Level 15

Nope, no tax return needed.  You can safely move on to your next return. 😀


Slava Ukraini!
lvfitness
Level 2

@IRonMaN, you're my new favorite...!

IRonMaN
Level 15

Thank you  -  you made my day 😉


Slava Ukraini!