Should I enter my social security if so where

Forum|Forum|4 months ago
January 10, 2026
2 replies
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Should I enter rmd inincome

TurboTax Online

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

VolvoGirl

Level 15

Do you get a RMD from an IRA or 401k etc? Yes you need to enter that. You will get a 1099R for the RMD by Jan 31. Wait for it. And the retirement section won't be ready until Jan 21.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.