Retirement tax questions

If you are filing as Married Filing Jointly there are columns, by Name, where you enter the amount from Box 5 of your SSA-1099.  You Cannot combine the amounts from a SSA-1099 if the Social Security numbers are different on each SSA-1099.

 

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

Sample screenshot -

SSA-1099.JPG