Where to Enter: In TurboTax, enter your Social Security income in the Retirement Plans and Social Security section.
Steps:
Open or continue your return.
Navigate to the Social Security benefits section:
Use the search bar (magnifying glass icon) and type "Social Security benefits". Click on the Jump to Social Security benefits link.
On the screen Did you receive Social Security or Railroad Retirement benefits in 2024?, 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 onscreen instructions.
If you've already entered a W-2 or need to add another one, select Add a W-2.
Enter your Employer Identification Number (EIN) from Box b on your W-2.
If your W-2 can be imported, you'll come to the Great news! We can automatically import your W-2 info screen. Answer the questions to complete your import.
If TurboTax doesn't recognize your EIN you can use the TurboTax mobile app to snap a photo of your W-2, upload it from your computer, or fill it in yourself.
Where to Enter: Enter your church contributions in the Charitable Donations section.
Steps:
Open or continue your return.
Navigate to Donations to Charitable Organizations:
Use the search bar (magnifying glass icon) and type "charitable donation". Click on the Jump to charitable donation link.
Select the Yes button to answer the question: Did you make any donations to charity in 2024?
If you have an account with ItsDeductible, select Yes to begin the process of importing your donation information; if you select No, continue to the next step.
Follow the onscreen instructions to finish entering your donations.
