2806082
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Social Security change in status

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.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
rjs
Level 15
Level 15

Social Security change in status

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.

 

Social Security change in status

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.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question