If you are using TurboTax Online, you can enter Social Security Benefits following these steps:
- In the Federal > Income & Expenses section, scroll down to Retirement Plans and Social Security and click Start/Revisit next to Social Security (SSA-1099, RRB-1099)
- Answer Yes to Did you receive Social Security or Railroad Retirement benefits in 2021?
- Click the Social Security benefits box. This will bring up several fields and the corresponding boxes on your SSA-1099
If you are using TurboTax Desktop:
- In the Personal / Personal Income section, scroll down to Retirement Plans and Social Security and click Start/Visit All next to Social Security (SSA-1099 and RRB-1099). Follow steps 2 and 3 above.
Be sure to enter all fields from the SSA-1099, not just the net benefits. Any tax withheld will lower your tax burden and the medicare premiums can possibly be used as an itemized deduction.
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