Retirement tax questions


@tmdelezene55 wrote:

yes repaid in 2021

yes receivedSSA-1099

yes amt shown in box 4


Then you only need to report your SSA-1099 on the federal tax return as received.  The benefit amount received in box 5 is reported.

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099