THERE IS NO OPTION FOR SSA-1099. DISABIITY

Forum|Forum|2 years ago
February 1, 2024
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TurboTax Deluxe Online

DoninGA

Level 15

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.

However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

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

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0

rjs

Level 15

There is no separate place to enter Social Security disability benefits. It's treated exactly the same as Social Security retirement benefits. Enter it under Retirement Plans and Social Security.