All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax if it's not already open.
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In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.
- On the Social Security Benefits screen, answer Yes and select Continue.
- 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.
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