IreneS
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Retirement tax questions

To enter Social Security income reported to you on Form SSA-1099 please follow these steps:

  1. Click on Federal Taxes >  Wages & Income.
  2. In the Retirement Plans and Social Security section, click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099)   [See Screenshot #1, below.]
  3. On the next screen, Social Security Benefits, mark the Yes box and click Continue.  [Screenshot #2]
  4. On the screen Tell Us About the Benefits You Received, mark the box for Social Security benefits (Form SSA-1099).  [Screenshot #3]
  5. A set of boxes will appear for you to enter the Social Security benefits for you and your wife.  [Screenshot #4]
  6. Click Continue when done.
  7. The next screen will ask if you received any lump-sum payments.  Mark the appropriate button and click Continue [Screenshot #5]


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