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J
JLEON2712
Level 1
February 11, 2023
Question

What tax forms do i need to file for a client looking to file her Social security income and rental property income?

  • February 11, 2023
  • 4 replies
  • 7 views

What tax forms do i need to file for a client looking to file her Social security income and rental property? I usual file W2 or 1099 and have not helped with this type of client situation yet. 

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4 replies

R
rcooley25
Level 7
February 11, 2023

you need the statement from Social Security that shows what was paid and what was withheld. Te rental income you show on sch E.

    abctax55
    abctax55
    Level 15
    February 11, 2023

    Don't forget depreciation & F 4562.

    HumanKind... Be Both
      George4Tacks
      George4Tacks
      Level 15
      February 11, 2023

      I would start with SS Benefits and Rental and Royalty Income (Schedule E). The Schedule E, generally entails doing Depreciation.

      You may also want to look into QBI.

      Be sure you get out your best tax manual to help you out.

      Answers are easy. Questions are hard!
        qbteachmt
        qbteachmt
        Level 15
        February 12, 2023

        You are working on the 1040. You will see she got a 1099-SSA from Social Security. You don't issue these. You enter the info from these.

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