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Level 1
April 8, 2021
Question

I can not input my husband social security information

  • April 8, 2021
  • 5 replies
  • 27 views
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5 replies

RayW7
Alumni - Intuit
April 8, 2021

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.

All SSA-1099 forms get entered in the same place:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
    • Do not 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 onscreen instructions.

-follow this link for additional information-

Video: Do Social Security Income Recipients Pay ... - TurboTax

 

We'll calculate what portion, 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.

Alumni - Champ
April 8, 2021

If you are unable to type into the boxes, clear cache and cookies, and try a different browser.

VolvoGirl
Level 15
April 8, 2021

Do you get the SSA-1099 entry screen with 2 columns to enter each spouse?  At the beginning under My Info did you select Married Joint and enter your spouse info?

Level 2
February 12, 2022

Had the same issue. The box seemed to be read-only but all other were. 

 

Double Clicked on the box and the supporting documentation box opened. Enter the about in that box and it recorded just fine.