LenaH
Employee Tax Expert

Retirement tax questions

In your situation, it is recommended that you first log out of your TurboTax Online and delete your cookies.

 

On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser. For more information on how to delete your cookies on the browser you are using, please see How do I delete cookies?.

 

If that does not work, you can also try using a different browser. 

 

Then, to enter your SSA-1099, please follow the instructions below:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
  5. Select Continue and follow the onscreen instructions.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"