Hi Phil-I had reviewed publication 915 in determining that he had taxable income last year, given the amount of 10+ years benefits. (This was then complicated by having to reimburse the insurance company for disability benefits in excess of what SS paid to my husband's SSN.)I do not expect that my son will owe anything this year, given the so-called "normalcy" of the income sources this year, and the fact that they are all for "only" a 12-month period. His savings accounts, given the low balance and rates, do not give him any significant income to worry about. I did not want to encounter any "failure to file" penalties on behalf of my son, if the IRS is anticipating receipt of a return under his name going forward. It sounds like the SSA-1099 alone should not trigger the IRS to expect his return.Thanks,Tina
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