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New Member
posted Oct 23, 2025 2:49:28 PM

I receive s.s.d.i benefits via direct express on a debit card, how do I convey that info to turbo tax?

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2 Replies
Level 15
Oct 23, 2025 3:02:20 PM

You will get a SSA-1099 form with that income which you report on Turbo. 

Level 15
Oct 23, 2025 4:25:04 PM

Social Security mails you a tax document called a SSA1099 in January.   You will enter that into your tax return.   If your ONLY income is Social Security, you do not need to file a tax return unless you have a 1095A for marketplace health insurance.

 

GET SSA1099

https://www.ssa.gov/faqs/en/questions/KA-01723.html

 

https://www.ssa.gov/agency/contact/

 

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.