You'll need to sign in or create an account to connect with an expert.
If your only income if from Social Security there is no need to file a tax return. However, if you chose to file your return, there should be no reason for you to upgrade to Deluxe if you only entered a SSA-1099.
The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040. If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.
Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
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
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
Nate402
Level 3
ellenkreuser
New Member
williamsb645
New Member
j09401969
New Member
kristinakbennett
New Member