IsabellaG
Expert Alumni

Retirement tax questions

Yes, this year you can add them both together and include the totals from each box.

They are reported in TurboTax by clicking the Federal Taxes Tab and choosing Wages and Income.

  • Scroll to Retirement Plans and Social Security
  • Under Social Security (SSA-1099, RRB-1099) choose start and follow the prompts, entering your information and answering the questions.

TurboTax will compute the taxable portion of your Social Security benefits, if any, based on the other income you report.

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