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Retirement tax questions

Form SSA-1099 reports Social Security benefits you received from the Social Security Administration (SSA). Some examples are Social Security retirement benefits, disability benefits and survivor benefits.

Social Security benefits may or may not be taxable for a given year, depending on certain factors. Very often, Social Security retirement benefits are not taxable at either the federal or state level.  

You might get an SSA-1099-SM or an SSA-1099-R-OP1 instead an SSA-1099. These are handled the same way as a regular SSA-1099. To enter an SSA-1099, please see the following instructions:

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