Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 31, 2023 8:22:07 AM

How do I enter my 1099 payments and Social Security into the forms ?

0 2 501
2 Replies
Level 15
Mar 31, 2023 8:30:21 AM

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

 

To enter, edit or delete a form 1099-R -

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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Expert Alumni
Mar 31, 2023 8:41:24 AM

To enter Social Security benefits received, Form SSA-1099:

 

  1. Open (continue) your return in TurboTax
  2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results
  3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue
  4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together
    • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon)
  5. Select Continue and follow the on-screen instructions

See this article for more details. TurboTax will determine whether your Social Security is taxable based on all of your entries.

 

To enter other Forms 1099, it depends on the type, as DoninGa mentioned. For example, Forms 1099-INT and 1099-DIV, and 1099-B, are entered in the Investments section of Wages & Income. Forms 1099-MISC are under a different section.

 

Depending on the types of income you have, you may need to upgrade from Free Edition.  See here for more details.

 

@ken2008