MayaD
Expert Alumni

Retirement tax questions

A portion of Social Security Income may be taxable. When you report your income, TurboTax will automatically calculate the taxable amount. 

You should receive a Form 1099-SSA from Social Security which can be entered directly into TurboTax.

To report your Social Security Income:

  • Login to your account.
  • Select Federal from the left menu
  • Go to Wages and Income then Income and Expenses.
  • Scroll down to Retirement Plans and Social Securities.
  • Select Strat next to Social Security (SSA-1099, RRB-1099)
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