I have 1099r and ssa1099 but my wife has only ssa ...
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darmatty27
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

These are all from our income come
9 Replies
ColeenD3
Employee Tax Expert

I have 1099r and ssa1099 but my wife has only ssa 1099

What is your question? If you are wondering if you are required to file, see this chart.

 

Single under age 65/$12,400

Single age 65 or older/$14,050

Married filing jointly, both spouses under 65/$24,800

Married filing jointly, one spouse age 65 or older/$26,100

Married filing jointly, both spouses 65 or older/$27,400

Married filing separately, any age/$5

Head of household under age 65/$18,650

Head of household age 65 or older/$20,300

Qualifying widow(er) under age 65/$24,800

Qualifying widow(er) age 65 or older/$26,100

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darmatty27
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

I was asked about my w2 form (wages &salary) but what I have are CSA FORM 1099R (wages & salary) and SSA-1099. 

DianeW777
Expert Alumni

I have 1099r and ssa1099 but my wife has only ssa 1099

If a W-2 employer transferred from 2019 you can delete it. There is nothing to report.

  • Select Wages & Income, then Add/Edit beside the Job (W-2).
  • Next select the trash can to delete any employer there. 
  • If there is not an employer do not add one and select Continue to go back to the main Wage and Income page.
  • Finish entering your Forms CSA-1099-R and SSA-1099s.

To enter your CAS-1099R view the information here to make the correct selection. Their boxes a just slightly different.

See the images below (TurboTax Desktop has a selection screen for the CSA-1099R..

 

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

 

red1111
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

I only have Form SSA-1099. It's asking for CSA FORM 1099R.  What do I do?

red1111
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

I have only SSA-1099

DMarkM1
Employee Tax Expert

I have 1099r and ssa1099 but my wife has only ssa 1099

Instead of selecting the CSA 1099R tile select the "Other Financial Institution" tile to enter your 1099R.

 

Revisit the "IRS, pension, 401k...(1099R)" topic and "Add another 1099R".  Continue through to arrive at the page to select the source of your 1099R.

 

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red1111
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

Its a social security benefit statement

red1111
New Member

I have 1099r and ssa1099 but my wife has only ssa 1099

Its SSA-1099.  Is that the same as the ones that end with R ?   im sorry

AmyC
Employee Tax Expert

I have 1099r and ssa1099 but my wife has only ssa 1099

See  Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?  It is not the same as the 1099-R entry.

 

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