Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

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

cancel
Showing results for 
Search instead for 
Did you mean: 
mngrammy
Level 1

Social Security Income

How can a portion of our social security income be TAXABLE, and another portion be NON-TAXABLE:

1 Best answer

Accepted Solutions
DoninGA
Level 15

Social Security Income

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

  • Married Filing Jointly - $32,000
  • Single or Head of Household - $25,000
  • Married Filing Separately - 0

View solution in original post

11 Replies
DoninGA
Level 15

Social Security Income

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

  • Married Filing Jointly - $32,000
  • Single or Head of Household - $25,000
  • Married Filing Separately - 0
Barton2281951
New Member

Social Security Income

The TurboTax system has a glitch that is preventing me from uploading my social security information. I have called twice and been disconnected because I would not pay $90. This is extremely poor service. Why should I pay fir a TurboTax issue?

DoninGA
Level 15

Social Security Income


@Barton2281951 wrote:

The TurboTax system has a glitch that is preventing me from uploading my social security information. I have called twice and been disconnected because I would not pay $90. This is extremely poor service. Why should I pay fir a TurboTax issue?


The Social Security Form SSA-1099 cannot be imported into the TurboTax program.

 

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

roxanne5373
New Member

Social Security Income

Where do I insert this on my tax form>

MayaD
Employee Tax Expert

Social Security Income

A portion of Social Security Income may be taxable. When you report your income, TurboTax will automatically calculate the taxable amount. 

You should receive a Form 1099-SSA from Social Security which can be entered directly into TurboTax.

To report your Social Security Income:

  • Login to your account.
  • Select Federal from the left menu
  • Go to Wages and Income then Income and Expenses.
  • Scroll down to Retirement Plans and Social Securities.
  • Select Strat next to Social Security (SSA-1099, RRB-1099)
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
kirkaby
New Member

Social Security Income

I don't have a 1099 from SSA, but have the amount I received.  Will this be enough to continue?

BillM223
Employee Tax Expert

Social Security Income

It would be safer if you got a copy of the form, because it may have a number on it other than just what you received (like the gross amount less any deductions).

 

If you get any of the numbers wrong, this will throw your return into manual processing, which is a nightmare this year - you want to avoid that as much as possible.

 

To get a replacement copy, please see the Social Security Administration on this webpage that gives contact information.

 

@kirkaby

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Xactdave
New Member

Social Security Income

In 2021 TurboTax deluxe for PC there is only a blank screen when I click to enter Social Security SSA-1099 information. It is blank when I use the direct link from helps as well. I am using Windows 10 OS. How can I enter that info?

Xactdave
New Member

Social Security Income

That didn’t work for me in Windows 10. I only get a blank screen. Help?

DoninGA
Level 15

Social Security Income


@Xactdave  wrote:

In 2021 TurboTax deluxe for PC there is only a blank screen when I click to enter Social Security SSA-1099 information. It is blank when I use the direct link from helps as well. I am using Windows 10 OS. How can I enter that info?


Are you running the TurboTax application as an Administrator?  If not -

Save the tax return.

Close the TurboTax program

Right click on the TurboTax icon on your computer screen

Click on Run as Administrator

Start the TurboTax program and see if the problem persists

Xactdave
New Member

Social Security Income

Perfect!  Solved it. Thanks 

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Manage cookies
v