Social Security change in status

Forum|Forum|3 years ago
December 27, 2022
2 replies
23 views

During the year my SSA status changed from disability to Retirement, payments slightly changed, how do I report this in TurboTax? I only see one option for SSA retirement income, and nothing for SSA disability Income.

TurboTax Home & Biz Windows

rjs

Level 15

Social Security disability and retirement benefits are treated exactly the same on your tax return. You don't report them separately. You just enter the total benefits that you received for the year. The changeover has no effect on your taxes.

xmasbaby0

Level 15

You will receive a SSA1099 from Social Security in January. Just enter it as it appears. There is no difference in the way SS disability or "regular" SS benefits are taxed.

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

**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.**