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Get your taxes done using TurboTax
First----do you receive Social Security----that is not the same thing as SSI---so we need to be clear.
WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?
https://www.ssa.gov/ssi/text-over-ussi.htm
If you receive Social Security you get a SSA1099 in January. If you get SSI you do not get any document for that.
If you are receiving a pension they send you a 1099R for that.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎January 18, 2024
12:31 PM