Skip to main content

3 replies

CatinaT1
Level 15
February 11, 2026

No, this needs to be manually entered.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
DoninGA
Level 15
Level 15
February 11, 2026

No, a Form SSA-1099 cannot be imported.  You have to enter the information manually.

 

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

VolvoGirl
Level 15
February 11, 2026

No.   Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

Up to 85% of Social Security 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