How To Report Your Benefits

If part of your benefits are taxable, you must use Form 1040 or Form 1040A. You cannot use Form 1040EZ.

Reporting on Form 1040. 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 2001, also enter "D" to the left of line 20a.

Reporting on Form 1040A. 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 2001, also enter "D" to the right of the word "benefits" on line 14a.

Benefits not taxable. If none of your benefits are taxable, do not report any of them on your tax return. But if you are married filing separately and you lived apart from your spouse for all of 2001, make the following entries. On Form 1040, enter "D" to the left of line 20a and "-0-" on line 20b. On Form 1040A, enter "D" to the right of the word "benefits" on line 14a and "-0-" on line 14b.

Previous| First | Next

Publication Index | IRS-Forms Main | Home