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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:
In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.
You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:
........and when you do get to the 1099-R section....if it is a CSA-1099-R from OPM....then you need to make sure you select the CSA-1099-R form type....that is a slightly different form from the standard-plain 1099-R in some of the box numbers.
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