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larsonsb
New Member

I have Form SSA 1099 - voluntary fed income tax withheld $1153.40. Where enter (line 64?

 
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Critter
Level 15

I have Form SSA 1099 - voluntary fed income tax withheld $1153.40. Where enter (line 64?

When you entered the SS benefits  you will enter boxes 5 & 6  on the same screen ... if you missed it the first time thru edit that section again to make the entry.

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Critter
Level 15

I have Form SSA 1099 - voluntary fed income tax withheld $1153.40. Where enter (line 64?

When you entered the SS benefits  you will enter boxes 5 & 6  on the same screen ... if you missed it the first time thru edit that section again to make the entry.

SandraM
New Member

I have Form SSA 1099 - voluntary fed income tax withheld $1153.40. Where enter (line 64?

Yes, you would enter federal income tax withholding on Line number 64.  Please review the following to enter your Form SSA-1099 into Turbo Tax.

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.

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.
    • Do not include SSA-1099s for dependents; those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon). More info
  5. Select Continue and follow the onscreen instructions.

We'll calculate what portion, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you probably don't make enough money to be required to file a return.

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