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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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‎April 5, 2021
7:11 AM