Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).
All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax, if it's not already open
- 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
- On the screen Did you receive Social Security or Railroad Retirement benefits in 2021? answer Yes and select Continue
- 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)
- Select Continue and follow the on-screen instructions
We'll calculate how much, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.
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