AamilD
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Retirement tax questions

Yes, you need Form SSA-1099 since it will show how much benefits were paid to you during the year. 

 

Form SSA-1099 is mailed each year in January and shows the total amount of benefits you received from Social Security since you need to report Social Security income to the IRS on your tax return.

 

If you have not already received your Form SSA-1099, please visit Replacement SSA-1099 . You can login to your social security account and download a copy of Form SSA-1099 instantly.

 

Additionally, please visit Steps of entering Form SSA-1099 in TurboTax for more information on how to enter the form details in TurboTax.