I received 2 SSA-1099's. How do I report both?

Forum|Forum|3 years ago
February 6, 2023
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TurboTax Deluxe Online

rjs

Level 15

Why did you get two SSA-1099 forms? Do they both have the same name and Social Security number in boxes 1 and 2?

Do they have different claim numbers in box 8?

cmacost

Level 2

Yes the claim numbers are different. Once mother retired, we switched from my father's claim number to my mothers.

tmunoz

Level 13

Yes, you can add up the amounts for the two forms.

This example has one set of numbers for each spouse but if one spouse had two forms, they can be combined.

DanaB27

Level 15

Please follow these steps to enter Form SSA-1099:

Login to your TurboTax Account
Click on "Search" on the top right and type “Social security income”
Click on “Jump to Social security income”
Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue”

If you received multiple SSA-1099s (make sure the Social Security Number is the same) add up the amounts for each box and enter them together.

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

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