You can follow the steps here below to get to the section you will need for entering your W-2.
- Log into your return by clicking orange Take me to my return button
- Type W-2 in the Search box in the top right
- Click the jump to W-2 link in the search results.
- This will then take you to a screen where you can click on Whose W-2 do you want to work on? and you choose Work on xxx's W-2 now
Any SSA-1099 form, regardless of the suffix, gets entered the same way:
- Sign into your TurboTax account, see your Tax Timeline, and click the orange Take me to my return button
- Using the Search box in the upper right corner of the screen, type SSA-1099 and then click on Jump to SSA-1099, which is the first item in the search results.
- Select Yes, let's work on Social Security benefits and click Continue.
- Check the first box, Form SSA-1099.
- Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.
- SSA-1099s for your children and other dependents are not to be reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).
- Then click Continue.
TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.
Hope this helps!
