Forget the 703 on the back of the SSA-1099. That can be complicated to fill out. Just enter your SSA-1099 into Turbo Tax. Enter the full amount in box 5. Turbo Tax will calculate any taxable amount.
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.
Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0
