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How to report payback to social security: I repaid some social security debt. So I have a form SSA-1099-SM-UD . I don't see how to enter that this year?

I repaid social security a few hundred. How do I show that in my Turbo Tax form?
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PattiF
Expert Alumni

How to report payback to social security: I repaid some social security debt. So I have a form SSA-1099-SM-UD . I don't see how to enter that this year?

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 the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results
  3. On the screen Did you receive Social Security or Railroad Retirement benefits in 2021? answer Yes and select Continue
  4. 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)
  5. 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.

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