Forms SSA-1099 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).
Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.
All SSA-1099 forms get entered in the same place. Open or continue your return.
- Navigate to the Social Security benefits section:
- TurboTax Online/Mobile: Go to Social Security benefits.
- TurboTax Desktop: Search for Social Security benefits and then select the Jump to link.
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