- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You do not need to enter a TIN when entering your SSA-1099. Please make sure you are entering it in the correct place in TurboTax. To enter your Social Security benefits reported on form SSA-1099, please follow these steps:
- Click on Federal > Wages & Income
- Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099).
- On the next screen, Social Security Benefits, mark the Yes button and click Continue.
- On the screen, Tell Us About the Benefits You Received, mark the box for Social Security benefits (Form SSA-1099.
- Enter the figures from the SSA-1099-SM in the boxes that appear and click Continue.
- Continue through the screens, entering the requested information.
March 10, 2021
7:20 AM