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Level 1
February 24, 2026
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How do I add a 2nd SSA-1099?

  • February 24, 2026
  • 1 reply
  • 19 views
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Best answer by DoninGA

If you have two or more SSA-1099's and the Social Security number in box 2 of the form is the same, then you add the amounts in box 5 of the form together and enter the result on the TurboTax SSA-1099.

 

If you are married, filing jointly and both receive a SSA-1099, then each of your names will be shown on the TurboTax SSA-1099


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

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
February 24, 2026

If you have two or more SSA-1099's and the Social Security number in box 2 of the form is the same, then you add the amounts in box 5 of the form together and enter the result on the TurboTax SSA-1099.

 

If you are married, filing jointly and both receive a SSA-1099, then each of your names will be shown on the TurboTax SSA-1099


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