Can I insert my 20-25 social security benefit statement

Forum|Forum|1 month ago
May 1, 2026
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xmasbaby0

Level 15

You need to enter your SSA1099. Social Security mailed these in January. If you do not have it, get it from Social Security:

GET SSA1099

https://www.ssa.gov/faqs/en/questions/KA-01723.html

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

And---be careful:

USER ERROR WITH SOCIAL SECURITY ENTRY

We have seen a lot of people who made a user error with the entry of their SSA1099. The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025. If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly. Look at your Form 1040 and see if line 6b was left blank or has a zero due to that mistake. The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due. It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA

Level 15

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button