- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
To enter your SSA-1099:
- Click My Account (Top right of your screen).
- Select Tools.
- In the pop up window, select Topic Search.
- Select Yes, let's work on Social Security benefits and click Continue.
- Check the first box, Form SSA-1099.
- Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.
- SSA-1099s for children and other dependents are not reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).
- Click Continue.
TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.
‎June 6, 2019
4:58 AM