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We do not have W2s, we are retired, we both get SSA-1099. But my husband has a pension so he received his 1099-R the form isn't letting put anything in
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Retirement tax questions
Those are separate forms and are entered separately -
To enter a form 1099-R
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
To enter your Social Security benefits reported on form SSA-1099
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on
- Scroll down to Retirement Plans and Social Security
- On Social Security (SSA-1099, RRB-1099), click the start or update button
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Retirement tax questions
You do not have to input any W-2s if you don't have any. Skip the W-2 section and enter your SSA-1099 forms and then enter your husband's 1099-R. The instructions are below.
You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
- Open (continue) return if you don't already have it open.
- Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
- 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.
- 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.
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All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax if it's not already open.
-
In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.
- On the Social Security Benefits screen, answer Yes and select Continue.
- 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).
- Select Continue and follow the onscreen instructions.
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Retirement tax questions
I do have a W2 from SSI, but received a 1099R for my pension income. Where do I enter this income? It is not accepted in W2 income?
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Retirement tax questions
@cazyoung1964 wrote:
I do have a W2 from SSI, but received a 1099R for my pension income. Where do I enter this income? It is not accepted in W2 income?
To enter Social Security benefits reported on form SSA-1099
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
To enter, edit or delete a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R