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Get your taxes done using TurboTax
If you have defaulted on a federal student loan, the government can take your tax refund to help cover what you owe. You can use this link to determine if you will have your refund reduced by your college debt, click here.
If you have not received a Form SSA-1099 for your Social Security disability benefits from the Social Security Administration, you should contact them for a copy. If you have an online account for Social Security you will be able to get a copy of your Form SSA-1099 from your online account. You can access that account by clicking here.
TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.
You must enter both your W-2 and your Form SSA-1099 in TurboTax.
You can enter your Form 1099-SSA in Turbo Tax as follows:
- Click on "Search" at the top right of your screen
- Type "SSA-1099" in the Search Box
- Click on "Jump to SSA-1099"
- On the screen "Did you receive Social Security or Railroad Retirement Benefits in 2024?"
- Select "Yes"
- Enter your Form SSA-1099 information on the following screen
- Answer all follow-up questions
If you are using TurboTax Online/Mobile you can enter your Form W-2 as follows:
- Open your return.
- Go to W-2,
- Select "Work on my W-2"
- Select" Continue"
- Follow the screens to enter your Form W-2 information.
If you are using TurboTax Desktop, you can enter your Form W-2 as follows::
- Open your return
- In the Search bar, enter "W-2" and select the "Jump to W-2" link. This will take you to your W-2 entries
- Your screen will say "We'll Start with your W-2"
- Select "Work on my W-2"
- Select "Continue"
- Follow the screens to enter your Form W-2 information.
The Social Security Administration (SSA) receives information about your earnings from your W-2 and tax returns.
They use this information to determine if your earnings may affect your Social Security benefits. If they determine that your income was too high, they will inform you if your Social Security benefits will be reduced further.
If you are receiving Social Security benefits, you should let the SSA know if your earnings will be different than what you originally told them. You can call 1-800-772-1213 (TTY 1-800-325-0778) or contact your local Social Security office.
Click here for "Is Social Security Disability Income Taxable?"
Click here for "A Guide to Social Security Tax.
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