JotikaT2
Employee Tax Expert

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:

  1. Select "Income & Expenses"
  2. Select "Retirement Plans and Social Security" (select see more income if you do not see this option.)
  3. Select "Social Security (SSA-1099, RRB-1099)
  4. 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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