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Retirement tax questions
Your husband will receive Form SSA-1099.
Once you receive this form, you will enter the information under the Federal section of the program:
- Select "Income & Expenses"
- Select "Retirement Plans and Social Security" (select see more income if you do not see this option.)
- Select "Social Security (SSA-1099, RRB-1099)
- Proceed to answer the questions. Make sure you select Form SSA-1099 when prompted
TurboTax will automatically calculate if any of your husband's social security benefits are taxable based upon the information entered into your return.
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‎January 27, 2020
6:04 PM