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Level 1
January 10, 2024
Question

SSA 1099

  • January 10, 2024
  • 2 replies
  • 8 views

My SSA-1099 form only has 8 boxes. Box 5 is the net benefit.  Box 3 shows Medicare Part B premiums. Where in TurboTax do I enter these Medicare premiums?

    2 replies

    Level 15
    January 10, 2024

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

     

    You will enter the Medicare premiums on the same screen where you enter the SSA1099.   The Medicare premiums you paid will automatically flow to medical expenses.  So in case you are itemizing medical expenses, do not enter those premiums again---they will already be there from the SSA1099 entry.

    **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.**
    VolvoGirl
    Level 15
    January 10, 2024

    It's not really in box 3.  Box 3 is the gross amount up above.    You enter the Medicare on the same screen as the rest of the SSA-1099.  Do you get this screen?  See my screen shots at the bottom of this one

    https://ttlc.intuit.com/community/retirement/discussion/re-you-simply-enter-the-ssa-1099-just-like-you-ordinarily-wo/01/1189497

     

    Medicare part B go in the 3rd box down.