Retirement tax questions

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

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

1. Open or continue your return.
2. Navigate to the Social Security benefits section:
   • TurboTax Online/Mobile: Go to Social Security benefits.
   • TurboTax Desktop: Search for Social Security benefits and then select the Jump to link.
3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.