All SSA-1099 forms get entered in the same place:
- Open
(continue) your return in TurboTax if it's not already open.
- In TurboTax, search for the
term "social security benefits" and then select the "Jump
to" link at the top of your search results.
- On the Social
Security Benefits screen,
answer Yes and select Continue.
- Check the first box, then
enter the amounts from your form(s) where indicated.
- If you received multiple
SSA-1099s, add up the amounts for each box.
- Do not 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). More info
Select Continue and follow the onscreen
instructions.
We'll calculate what portion, if any, of your Social Security
benefits are taxable. If your only income is from Social Security, you probably
don't make enough money to be required to file a return.
