Retirement tax questions

Yes, TurboTax asks about this in the income section.  TurboTax will calculate the taxable amount if any,

• Is my Social Security income taxable?

There are two key components for social security.  

1. It  could become taxable up to a maximum of 85% depending on your other taxable income.
   • if half of your social security, combined with your other taxable income is below $25,000 for single ($32,000 for married, or $0 for married filing separate), then none of your social security would count as taxable income.  

• IRS FAQ for Social Security Income

All SSA-1099 forms get entered in the same place:

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.