Your SSA-1099-SM the SM stands for Self Mailer and is entered in the same place as a SSA-1099 form.
- Click on the Federal Taxes (Personal, in Home & Business product)
- Click on Wages & Income (Personal Income, in Home & Business product)
- Click on [I'll Explore on my own] OR (I’ll choose what I work on) if it’s showing
- Scroll down that screen (page) to (Retirement Plans and Social Security)
- Under the above is Social Security (SSA-1099, RRB-1099) Click on Start or Update
- There's a little round button (Yes, let’s work on social security benefits) Check that button then Click (Continue)
- Next Screen (Tell Us About the Benefits You Received) Check (Social Security benefits SSA-1099)
- You will see where you can enter
1. Box 5 - Total Net Benefits: Total Net Benefits, are (Box 3 minus Box 4) on your SSA-1099
2. Box 6 - Federal Tax Withheld
Yes
No
