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I was sent two SSA-1099 forms how do I enter them both?

The forms have two different amounts in box 5.
1 Reply
Level 2

I was sent two SSA-1099 forms how do I enter them both?

If the Forms SSA-1099 that you received were for the same Social Security number, then add the amounts show in box 5 of each form and enter the total in the TurboTax program.

To enter your SSA-1099:

  • Go to Federal Taxes > Wages & Income
  • Scroll down to Retirement Plans and Social Security and click Start next to Social Security (SSA-1099, RRB-1099).
  • Proceed through the interview to enter your SSA-1099 form.

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