The Tax Questions Blog

Posts Tagged ‘reporting non taxable combat pay’

Question: help with economic stimulus payment for social security recipients!?

Ok, if anyone could help me out there, that'll be great!!!

I am helping my grandma fill out her economic stimulus payment form 1040A and I'm confused on a couple of things. The name and address and SSN part is easy, but I'm confused for line 7 when it asks for your "wages, salaries, tips,etc" because my grandma hasn't worked for a long time and is only receiving social security benefits, so do I leave that line blank?

For line 14a, I do I just put how she got of her SSN benefits?

For line 40b, it says enter your nontaxable combat pay. It says this line is reported on the W2 form, but again, if my grandma doesn't work (hello she's like 87), then do we just leave that blank? So my grandma retired a long time agoand is on SSN benefits, so do I avoid line 7 and 40b? I'm confused! Oh yeah, and obviously she won't have her w2 form, isn't that only for people who work?

Answer: All you report for her is her social security income, unless she also has earned interest or has any stocks and bonds earning dividends. She gets an annual statement, SSA1099, use the numbers from there. You're right she has no W-2s. She should have received in the mail something from IRS with sample 1040A Stimulus form.
Be sure you put Stimulus Rebate across the top of the pages..

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Pryor Fixes Combat Pay Tax "Glitch" Permanently