ErinH
Intuit Alumni

Retirement tax questions

If the Forms SSA-1099 that you received were for the same Social Security number, then add the amounts show in box 5 of each form and enter the total in the TurboTax program.

Here is how to return to the SSA-1099 section: 

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term "social security benefits" and then select the "Jump to" link at the top of your search results.