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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
March 1, 2022
8:41 AM