Get your taxes done using TurboTax

If you have retirement income then you should have received Form 1099-R. Follow the directions below to enter your 1099-R in TurboTax:

1. Log in and open your return
2. Type 1099-R into the search field and select the Jump to link in the search results.
3. Answer Yes on the Your 1099-R screen, then select Continue.
   • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

If you have social security income to report, then follow the directions below:

1. Log in and open your return

2. Type social security benefits in the search field and select the Jump to link at the top of your search results.

3. On the Social Security Benefits screen, answer Yes and select Continue.
4. Check the first box, then enter the amounts from your form(s) where indicated.
   • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
   • Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
5. Select Continue and follow the onscreen instructions.

We'll calculate what portion, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you probably don't make enough money to be required to file a return.