How to enter 2 SSA-1099's?

 
BarbaraW22
Expert Alumni

Retirement tax questions

If you received two Form SSA-1099s for the same person, they would both be entered in the same place. Please follow these steps to enter the forms in your return:

 

  1. Log into TurboTax and click on any topic to continue.
  2. Click on Federal from the menu on the left-hand side and then click on Wages & Income at the top.
  3. Scroll down to Retirement Plans and Social Security, click "Show More" and then click on "Start" to the right of Social Security (SSA-1099, RRB-1099.)
  4. 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.
  5. Do not include SSA-1099s for dependents. Those should be reported on the dependent's return.

 

Please see this TurboTax Article for more information. 

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VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Retirement tax questions

Who are they for?  Both for the same person?

 

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