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Where do I add my husband form ssa-1099?

 
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SamiaI
Employee Tax Expert

Where do I add my husband form ssa-1099?

You should include your husband's Form SSA-1099 reporting his Social Security benefits in TurboTax if you are filing a federal income tax return together with your husband, using Married Filing Jointly filing status. See the steps below:

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.
    • 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). More info
  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 probably don't make enough money to be required to file a return.

View solution in original post

3 Replies
SamiaI
Employee Tax Expert

Where do I add my husband form ssa-1099?

You should include your husband's Form SSA-1099 reporting his Social Security benefits in TurboTax if you are filing a federal income tax return together with your husband, using Married Filing Jointly filing status. See the steps below:

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.
    • 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). More info
  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 probably don't make enough money to be required to file a return.

Where do I add my husband form ssa-1099?

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 social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits

Where do I add my husband form ssa-1099?

Where do I find the ssa-2099 box on my form

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