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thowell45
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My software does not open the SS Form 1099 SM page

 
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1 Reply
HelenC12
Expert Alumni

My software does not open the SS Form 1099 SM page

There isn't a specific section for SSA-1099-SM. Enter your SSA-1099-SM form in the SSA-1099 section of TurboTax. All SSA-1099 forms get entered in the same place:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
    • Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
  5. Select Continue and follow the onscreen instructions.

We'll calculate what portion, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.

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