DanaB27
Expert Alumni

Retirement tax questions

Please make sure that you enter your Social Security benefits (Form SSA-1099) in the correct area. You don't need to enter a Federal ID # to enter Social Security benefits. Please see these instructions:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “Social security income” 
  3. Click on “Jump to Social security income”
  4. Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue”
  5. Enter your information

 

Please see Is my Social Security income taxable? for additional information.

 

 

 

@Ann M 

 

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