How do I account for my social security benefits and taxes withheld ?

[mannyht3]

Listing my social security 1099 R results in turbo tax requests for information from box #’s not on the SSA1099 R. The SSA 1099 R box #’s only contains 8.

[MayaD]

Can you clarify which information you are not able to locate on your form? 

[SteamTrain]

@mannyht3 

Delete that 1099-R....you are entering the SSA-1099 in the wrong place.

..........it is NOT a 1099-R form...it is an SSA-1099.

There is a specific SSA-1099 menu line on the Wages&Income page to start entering that form, and has no extra boxes.

[VolvoGirl]

Do you get railroad benefits?   You don’t enter Social Security SSA-1099 under 1099R.  It has its own place.

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

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

Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.