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I GET SOCIAL SECURITY AND A PENSION HOW DO I ENTER THE FORMS.

 
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Expert Alumni

I GET SOCIAL SECURITY AND A PENSION HOW DO I ENTER THE FORMS.

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. .

 To enter the Pension Income:

  • search for 1099-R and select the Jump to link in the search results.
  • Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
Expert Alumni

I GET SOCIAL SECURITY AND A PENSION HOW DO I ENTER THE FORMS.

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. .

 To enter the Pension Income:

  • search for 1099-R and select the Jump to link in the search results.
  • Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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