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taborgag
New Member

I'm retired and only get a SSA-1099 form. No W2 form. yet Turbo tax is saying that I have to fill it out and wont let me finish without it

 
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2 Replies

I'm retired and only get a SSA-1099 form. No W2 form. yet Turbo tax is saying that I have to fill it out and wont let me finish without it

So did Turbo tax let you exile without a W2 . I have the same issue with my 2018 taxes. I can’t file my calif state taxes but I don’t have a W2 just a SSA 1099
CapB
New Member

I'm retired and only get a SSA-1099 form. No W2 form. yet Turbo tax is saying that I have to fill it out and wont let me finish without it

Determining if your Social Security income is taxable depends on your total income. 

If all your income is from Social Security, it's probably is not taxable (because only half of your social security may be taxes; which is usually below the minimum taxable income threshold).

If your total income, includes Social Security plus any other income, enter your total Social Security Income (from ALL Form SSA-1099 types) so TurboTax can calculate how much (if any) is taxable. 

To learn more at taxing Social Security check out FAQ below:

https://ttlc.intuit.com/replies/3299920

To add  benefits from the Social Security Administration Form SSA-1099 (before filing):

1. Sign In or Open TurboTax

2.  Select "Take me to my return" (Online)

3.  Select "My Account" on top right of the screen (Online)

4.  Click on "Tools"

5.  Go to "Topics Search" (Online) or "Search Topics" in the top center of the screen (Desktop)

6.  Type "SSA-1099" and press "enter" to add a SSA-1099.


To delete entries on Form W-2 screen:

1. Select "My Account" on top right of the screen (Online)

2. Click on "Tools" (Online)

3. Go to "Topics Search" (Online) or "Search Topics" in the top center of the screen (Desktop)

5. Type "W-2" and press "enter" (Online) or "ok" (Desktop)

6. Select "Delete" (trashcan icon) if any W-2 data exists on your "W-2 info" screen (Online) or the "Here's your W-2 info" screen (Desktop). 


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