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jyellin
New Member

How do I enter my SSA-1099 SM in the online version of turbotax?

The help screen says to go to the Wages & Income section under Social Security, but I do not find such a section
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How do I enter my SSA-1099 SM in the online version of turbotax?

Social Security income is reported in the Retirement Income section, which is a subtopic of Wages & Income.   If you expand the Retirement Income section, you should see a subtopic for Social Security,   In any case, here's a shortcut to get there and enter Social Security income shown on an SSA-1099.

 

  • With your return open go to the left menu column and click on TAX TOOLS then subtab TOOLS.
  • In the Tools window choose the blue button TOPIC SEARCH.
  • In the search line enter the term  SSA-1099 without quotes.
  • Make the selection in the list to highlight it, and either double-click on it or click GO.
  • Next screen should say:  "Did you receive Social Security or Railroad Retirement benefits in 2025?"
  • If so, indicate "yes", and continue answering screens until you finish that section.

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