WHERE DO I LIST SOCIAL SECURITY?

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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 ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

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Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

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:

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.