If the form SSA-1099 is in your name, you must include it on your tax return, even if it is for a small amount.
Depending on your other income, part of this amount may be taxable. TurboTax will automatically calculate the taxable part for you.
Follow the prompts and answer all questions in TurboTax when entering your Form SSA-1099.
Click here for additional information on entering Form SSA-1099 in TurboTax.
A deceased beneficiary may have been due a Social Security payment and/or a Medicare Premium refund prior to or at the time of death.
A Social Security payment due a deceased beneficiary may be paid to a family member or a legal representative of the estate.
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