I did not include my SSA Retirement benefits on my Arizona return. Where does it get entered?

[DawnC0 · Accepted solution]

Your social security SSA-1099 gets entered on the Federal interview.  Then TurboTax will transfer those amount to your state return(s) automatically.  However, federally taxable social security benefits are not taxable in Arizona, so these amounts will be subtracted from your federal AGI when computing your state tax return.

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.

We'll calculate what portion, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you probably don't make enough money to be required to file a return.

Related Information:

• Do I need to report my dependents SSA-1099 on my return?
• Is my Social Security income taxable?
• Where do I enter my 1099-R?
• What is a lump-sum Social Security payment?
• Do I need to file a federal return this year?