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Level 2
March 11, 2026
Solved

Social Security benefits - Form SSA-1099

  • March 11, 2026
  • 3 replies
  • 85 views

This form does not appear in TTax 2025 Premier. What to do? 

 

Equally important: why is it not there? It's not exactly an unusual tax situation.

    Best answer by DoninGA

    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

    3 replies

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    March 11, 2026

    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

    WTignerAuthor
    Level 2
    March 14, 2026

    This answer is correct, but TTax has made getting to that form absurdly complicated. Why is it not listed in the general list, which would make it much easier for users to find without having to drill four levels down?

    SteamTrain
    Level 15
    March 14, 2026

    @WTigner 

     

    I agree but it's the way they've organized it recently for the Online users.

     

    they show all the stuff you've used before at the top of the page....then you have to "know" (somehow) to click on the text that displays the rest of the potential menu items down below.  Ridiculous!  And not intuitive either.

     

    They should just show the whole menu from the start....even if they continue to show the same items used last/this year at the top...always keep the full menu available.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*