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gis_emp
New Member

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

I need these boxes to fill in on turbo tax 2. 3, 4, 5. They ben currently not available in Turbo Tax
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6 Replies

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

You only need to enter box 5.  Box 5 is the net benefits.   Are you entering the SSA-1099 in the right place?  

SharonD007
Employee Tax Expert

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

You don't need to enter boxes 2, 3, or 4 in TurboTax; only what's in box 5 as VolvoGirl mentioned.  This is the screen that you should be entering your SSA-1099 information on:

 

 

 

For instructions, refer to TurboTax article Where do I enter an SSA-1099? 

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gis_emp
New Member

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

My Box 3 is for less money than Box 5. They actually paid me and I actually received what is in Box 3 but they are asking me to report the higher amount in Box 5. 

gis_emp
New Member

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

I understand.

SSA is withholding money from. me for an 'overpayment'.

Simply put, I already paid tax on the overpayment; now they want me to pay tax on it again.

I'm getting triple taxed!

DianeW777
Expert Alumni

I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

It depends. The most social security income that can be taxed in any year is 85%. However many times it's less than that or even zero.  There are a few things you would need to do to see if you are allowed to reduce your income or take a credit. Regardless the full amount of Box 5 must be entered in your SSA-1099 entry in TurboTax.

  1. Check all prior year returns where you had received social security benefits to see if any of it was taxable (Form 1040, line 6b) to see if you had any taxable amount. If not, you can stop here, there is nothing to do because you did not previously pay tax on any of it.
  2. If the repayment in any tax year is less than $3,000 there is nothing to do. 
  3. If you had a taxable amount from 1. above and you repaid more than $3,000 for that same tax year you may be able to take a credit or income reduction. 

Once you have reviewed this information and your tax returns please update here with any details and we will help.

 

@gis_emp 

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I have Box 2, 3 4, 5 on my SSA but turbo tax does not have these boxes available to fill in

Today, a CX trying to enter SSA-1099 data for her aged mother, could not access any SSA -1099 input fields. 
The TTD was fully updated.  The input fields simply did not appear.  

A lead instructed us to input values directly onto the tax form.

 

This lack of input fields is probably a bug, particularly from the customer's perspective.  

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