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Retirement tax questions
That is correct. The only thing you would receive from the Social Security Administration is a Form 1099-SSA.
It's likely it may not be taxable at all, if that's your only income and you are not filing married filing separately if you live with your spouse. You can enter it to be sure, by using the steps here. If there was a lump sum payment TurboTax will handle that too.
You can go directly to the area to enter your information.
- Sign into your TurboTax account (online or desktop)
- Use the search box in the upper right
- Search for ssa1099
- Jump to ssa1099 (see image attached)
- Continue to make the proper entries
- Click the images to enlarge and view for assistance
‎June 1, 2019
12:35 AM