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New Member
posted Jan 31, 2022 8:38:47 AM

I need to enter a Form SSA-099 but the instructions do not work, how and where do I entered the info? Also they listed an Insurance Co with an amount as a W-2.

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3 Replies
Level 15
Jan 31, 2022 8:40:02 AM

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Level 15
Jan 31, 2022 8:41:05 AM

Do not try to enter your SSA1099  or RR1099RB as a W-2.  Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

And.....if you have a payment from insurance (disability?) that is on a W-2 then you enter the W-2 like any other W-2 and make sure you enter all of the codes on the form.   Enter a W-2 in Federal>Wages & Income

Level 15
Jan 31, 2022 8:41:39 AM

Do not try to enter your SSA1099  or RR1099RB as a W-2.  Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

And.....if you have a payment from insurance (disability?) that is on a W-2 then you enter the W-2 like any other W-2 and make sure you enter all of the codes on the form.   E