To enter Social
Security income, please follow these steps:
- Click on Federal Taxes >
Wages & Income [In TT Self-Employed: Personal >
Personal Income].
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to Social Security (SSA-1099, RRB-1099). [See
Screenshot #1, below.]
- On the screen, Social Security
Benefits, click the Yes box and then click Continue.
[Screenshot #2]
- On the next screen, Tell Us About the Benefits You Received, mark the box for Social
Security Benefits (Form SSA-1099). [Screenshot #3]
- Entry boxes will appear for you to enter the information from the SSA-1099.
Click Continue when done. [Screenshot #4]
-
On the next screen answer the
question, Did You Receive Any Lump-Sum Payments? and click Continue. [Screenshot #5]
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