15tax4dad
New Member

I was sent two SSA-1099 forms how do I enter them both?

The forms have two different amounts in box 5.

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.

To enter your SSA-1099:

  • Go to Federal Taxes > Wages & Income
  • Scroll down to Retirement Plans and Social Security and click Start next to Social Security (SSA-1099, RRB-1099).
  • Proceed through the interview to enter your SSA-1099 form.