MonikaK1
Expert Alumni

Retirement tax questions

To enter Social Security benefits received, Form SSA-1099:

 

  1. Open (continue) your return in TurboTax
  2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results
  3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue
  4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together
    • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon)
  5. Select Continue and follow the on-screen instructions

See this article for more details. TurboTax will determine whether your Social Security is taxable based on all of your entries.

 

To enter other Forms 1099, it depends on the type, as DoninGa mentioned. For example, Forms 1099-INT and 1099-DIV, and 1099-B, are entered in the Investments section of Wages & Income. Forms 1099-MISC are under a different section.

 

Depending on the types of income you have, you may need to upgrade from Free Edition.  See here for more details.

 

@ken2008 

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