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Yes you have to enter it.
Up to 85% of Social Security 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
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.
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
When I follow the instructions and click on Update (greyed out) I only get a blank screen. The other screens under Retirement Plans and Social Security work correctly.
@rapdjp wrote:
When I follow the instructions and click on Update (greyed out) I only get a blank screen. The other screens under Retirement Plans and Social Security work correctly.
If you are using the Windows based TurboTax software, try this procedure -
Save your tax return and close the TurboTax application.
Right click on the TurboTax icon on your display screen
Click on Properties
Click on the Compatibility tab
Check the box Run the program as an administrator
Click on Apply and on OK
Start the TurboTax program and see if the problem persists.
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