No. A W-2 is not the same as an SSA-1099. A W-2 reports earned income from an employer, whereas an SSA-1099 reports social security benefits.
Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.
All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax.
- In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
- On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
- On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Don't 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).
- Select Continue and follow the on-screen instructions.
We'll calculate how much, 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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
