Retirement tax questions

If you have two or more SSA-1099's and the Social Security number in box 2 of the form is the same, then you add the amounts in box 5 of the form together and enter the result on the TurboTax SSA-1099.

 

If you are married, filing jointly and both receive a SSA-1099, then each of your names will be shown on the TurboTax SSA-1099


To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

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