turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

proep1962
New Member

Can I insert my 20-25 social security benefit statement

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Can I insert my 20-25 social security benefit statement

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.**

Can I insert my 20-25 social security benefit statement

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question