IreneS
Intuit Alumni

Retirement tax questions

To enter Social Security income, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099).  [See Screenshot #1, below.]
  3. On the screen, Social Security Benefits, click the Yes box and then click Continue.  [Screenshot #2]
  4. On the next screen, Tell Us About the Benefits You Received, mark the box for Social Security Benefits (Form SSA-1099)[Screenshot #3]
  5. Entry boxes will appear for you to enter the information from the SSA-1099. Click Continue when done.  [Screenshot #3A]
  6. On the next screen answer the question, Did You Receive Any Lump-Sum Payments? and click Continue. [Screenshot #4]


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