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You report the taxable portion of your social security benefits on line 6b of Form 1040 or Form 1040-SR. Your benefits may be taxable if the total of (1) one-half of your benefits, plus (2) all of your other income, including tax-exempt interest, is greater than the base amount for your filing status.
How do I sign my tax return when I e-file? You can sign your tax return electronically by using a Self-Select PIN, which serves as your digital signature when using tax preparation software, or a Practitioner PIN when using an Electronic Return Originator (ERO).
Furthermore, explain that signing the return guarantees that the taxpayers have examined the return and its accompanying forms and schedules for accuracy. A return is not considered to be valid, and refunds are not issued, unless the return is signed. Both spouses must sign and date a Married Filing Jointly return.
Social Security can potentially be subject to tax regardless of your age. While you may have heard at some point that Social Security is no longer taxable after 70 or some other age, this isnt the case. In reality, Social Security is taxed at any age if your income exceeds a certain level.
If youre using the Form 1040 to file with the IRS, then you would use Schedule SE. If youre not required to use Form 1040 to file with the IRS, then you would use Form 1040-SS or Form 1040-PR if youre liable for self-employment tax and youre a bona fide resident of the U.S. Territory.
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Enter the ending date of the tax year or period using the mm/dd/yyyy format (see instructions). 9 If we cannot find the tax return, we will refund the fee.
Line 16 is a manual entry of tax in the far right-hand column. Review the Form 1040 instructions for the three checkboxes. Do not check any of the boxes or enter any information associated with these checkboxes unless you are instructed to do so.
Returns submitted by mail require the taxpayers wet signature (you cant electronically sign the PDF on your computer; you must physically sign the printed return with a physical pen). Sign and date page 2 of Form 1040. If you are filing jointly, both spouses must sign the form.