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Retirement tax questions
All SSA-1099 forms get entered in the same place. Follow the directions below to enter your SSA-1099-SM::
- Open (continue) your return in TurboTax if it's not already open.
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In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.
- On the Social Security Benefits screen, answer Yes and select Continue.
- Check the first box, then enter the amounts from your form(s) where indicated.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
- Select Continue and follow the onscreen instructions.
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February 3, 2020
7:21 AM