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New Member
posted Feb 27, 2021 6:03:03 AM

I have 2 SSA-1099 ‘s Where do I enter the second one?

Where do I enter my 2 SSA-1099 ?

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3 Replies
Expert Alumni
Feb 27, 2021 6:32:48 AM

Double check the forms that you have to be sure they are both for 2020, both in your name and Social Security number.  If so, check to be sure whether one of the forms is a 'corrected' version.  If one is corrected, then enter your information using that form.  

 

There is not a procedure for entering more than one SSA-1099 for the same person on your tax return, so you will need to add the amounts shown in box 5 together and report it as a single SSA-1099. 

New Member
Feb 27, 2021 7:33:26 AM

I'm confused.  I received my SSA-1099, and my husband's.  However, I received a 3rd SSA-1099, my husband died last year, and I received another SSA with a different claim#.  (His Social Security #, with a "D" behind it.  I'm assuming it's because of his death?  (The originals have an "A" behind the claim #)  I asked if I add this to the other, and one of the tax advisors in here said "No.  Do not add them together."  I still don't know where to put it in.  

 

Level 10
Mar 1, 2021 2:44:45 PM

Our condolences on the death of your husband.

 

The is only an option to report one SSA-1099 form on TurboTax

You can add all three amounts together and report them as one entry. 

You can file a joint return this year for your and your deceased husband and your status can be married filing joint.