You need to enter all income received before you enter the SSA-1099 so that if any of the benefits are taxable the program can calculate the taxable benefits correctly.
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
- Married Filing Jointly - $32,000
- Single or Head of Household - $25,000
- Married Filing Separately - 0
