RaifH
Expert Alumni

Retirement tax questions

If you are using TurboTax Online, you can enter Social Security Benefits following these steps:

  1. 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)
  2. Answer Yes to Did you receive Social Security or Railroad Retirement benefits in 2021?
  3. 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:

  1. 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. 

@herblison1948 @tonyew