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Level 1
April 12, 2026
Question

Social Security 1099SM

  • April 12, 2026
  • 2 replies
  • 25 views
Where do I add Ssa benefits

2 replies

Level 15
April 12, 2026

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

And....be careful about this:

 

 

USER ERROR WITH SOCIAL SECURITY ENTRY

We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025.   If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Level 15
April 12, 2026

To enter your 1099SM select the following:

  1. Federal
  2. Income
  3. Retirement Plans and Social security
  4. Social Security and Rail Road Benefit (SSA-1099, RRB-1099)
  5. Enter it as Social Security Income under the SSA-1099 entries.  It is treated the same
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