Get Name(s) As Shown On Form Nj-1040 Schedule A Your Social Security Number If You Are Claiming A

Report your net benefits (the total amount from box 5 of all your Forms SSA-1099 and RRB-1099) on line 6a and the taxable part on line 6b. If you are married filing separately and you lived apart from your spouse for all of 2023, also enter “D” to the right of the word “benefits” on line 6a. Benefits not taxable.

If you are married filing separately and didn't live with your spouse last year, your Social Security benefits are taxed as if you were a single filer. If you are married and filing separately while living with your spouse you probably will have to pay taxes on your benefits.

Schedule A CREDIT FOR INCOME OR WAGE TAXES. PAID TO OTHER JURISDICTION. A COPY OF OTHER STATE OR POLITICAL SUBDIVISION TAX RETURN MUST BE RETAINED WITH YOUR RECORDS. If you are claiming a credit for income taxes paid to more than one jurisdiction, a separate Schedule A must be enclosed for each.

Social Security and Railroad Retirement benefits are not taxable under the New Jersey Income Tax and should not be reported as income on your State return. Payments from a public or private pension plan because of total and permanent disability also are not taxable.

Line 6a is a manual entry in the middle column area to enter your total Social Security benefit amount. Line 6b is a manual entry in the column to the far right for your taxable Social Security benefits. If your benefits are not fully taxable, use the dropdown menu to enter the code.

You will pay federal income taxes on your benefits if your combined income (50% of your benefit amount plus any other earned income) exceeds $25,000/year filing individually or $32,000/year filing jointly. You can pay the IRS directly or have taxes withheld from your payment.

You report the taxable portion of your social security benefits on line 6b of Form 1040 or Form 1040-SR.