I have two SSA-1099 forms. One was a lump sum payment, and one form showed monthly payments I received. Should I net the two together when using the software?

[ddaven12 · Accepted solution]

Yes, you can only add one Form SSA-1099 in the program, so with the two forms you would add the amounts together for each box then enter the total amount in the required fields.

To enter the SSA-1099 in TurboTax Online please follow the steps below.

• Sign into your Online account.

• Click the orange button that says "Take me to my return."

• Go to Federal Taxes at the top.

• The go to Wages & Income.

• Next scroll down the page to Retirement Plans & Social Security.

• Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.

To enter the SSA-1099 in theTurboTax CD/Download software please follow the steps below.

• Go to Federal Taxes( Personal in Home & Business) at the top.

• Then go to Personal Income or Wages & Income and select "I'll choose what I work on.

• Scroll down the page to Retirement Plans & Social Security.

• Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.