Yes, as xmasbaby0 mentioned, if the Form SSA-1099 is yours it needs to be included in your return. All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax.
- 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.
- On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
- 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).
- Select Continue and follow the on-screen instructions.
We'll calculate how much, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.
@jamiesdavis15-gm
