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2 replies

VolvoGirl
Level 15
January 8, 2022

Did you get a SSA-1099 for SS or SSDI?  Have you gotten it  yet?  I don't think they've come out yet.  Everyone is asking for it.

 

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

Alumni - Champ
January 8, 2022

Social Security is not the same as a pension.  If you also received a pension, its 1099-R goes in Federal > Wages and Income > Retirement.