SabrinaD2
Expert Alumni

Retirement tax questions

Here’s what you can do to add your Social Security benefits after completing your taxes and making the payments:

 

Amend Your Return: You can file an amended return using TurboTax. Here’s how:

  • After y our return has been accepted by the IRS
  • Open your return in TurboTax.
  • Go to the Federal Taxes section.
  • Select Amend (change) a return.

Enter SSA-1099: To enter your Social Security benefits:

  • Open your return in TurboTax.
  • In the search bar, type "Social Security benefits" and select the Jump to link.
  • On the screen, check the box beside Social Security benefits (Form SSA-1099) and enter the amounts from your form
  • Continue through the  questions to refile your federal and state taxes.