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Returning Member
posted May 16, 2021 12:11:59 PM

Is this taxable? It wasn't last year with Turbo-- small pension My 1099-R (Retirement Systems of addition to my & my husband 's SSA-1099.

I filed with the same info last year with Turbo.  May I assume (other than annual social security raise) that I would be filing with same info?

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1 Replies
Expert Alumni
May 16, 2021 12:23:58 PM

Please follow these steps to enter the 1099-R:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”

 

Please follow these steps to enter your SSA-1099:

  1. Click on "Search" on the top right and type “Social security income”
  2. Click on “Jump to Social security income”
  3. Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue”

 

Please see Is my Social Security income taxable? for additional information.