Where do I input my SSA-1099-SM?

[ModestaL]

Are you having difficulty entering your SSA-1099-SM?

[rdlucas-mobile]

Turbotax is requesting for the payer id number for ssa-1099-sm

[ModestaL · Accepted solution]

To enter your SA-1099-SM, please follow the steps below:

• Sign in to TurboTax (if you're not already signed in).
• Click on the Take me to my Return button
• Click on the Federal Taxes tab 
• Click on the Wages and Income tab
• Scroll down to the Retirement Plans and Social Security section
• Select Start and follow the interview questions

[Ashmcgowan01]

Not accurate instructions need updating 

[Gooseneck1000]

I agree, these 2019 instructions are COMPLETELY wrong in 2022.   

How hard can it be to enter income?  Turbotax makes it very hard.  I had 3 income slips to enter last nite, including a 1099-NEC, and couldn't find anywhere to enter them in Turbotax 2022.  

I am still looking but will probably end up having to go thru the step-by-step Turbotax process to eventually get these entered.

[DoninGA]

@Gooseneck1000 Which TurboTax program are you using?  The online web-based edition where you have to enter a User ID and Password to access?  Or the desktop CD/Download editions installed on your personal computer?

If you are self-employed and received a Form 1099-NEC that income is entered in the section for Self-Employment, nowhere else.  If using the online editions you need the Self-Employed edition.  If using the desktop CD/Download editions, any edition can be used.

Other types of personal income is always entered in the Wages & Income section of the program.

Click on Federal 

Click on Wages & Income

Scroll down for the type income you need to enter, W-2, 1099-INT, 1099-DIV, 1099-B, SSA-1099, 1099-R, 1099-G, 1099-K, etc.

[Gooseneck1000]

I am using the "TY2022 TurboTax Desktop Home And Business DIY Advantage."  Your instructions do not work.  

[DoninGA]

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@Gooseneck1000 wrote:

I am using the "TY2022 TurboTax Desktop Home And Business DIY Advantage."  Your instructions do not work.  

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What income are you trying to enter?

The original post on this thread was for a SSA-1099.  If this is what you are trying to enter then this procedure will take you to the section needed -

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

[japins06]

yes

[japins06]

i have the program installed on my computer

[JohnW152]

If you’re trying to enter your Social Security (SSA-1099, RRB-1099) in TurboTax CD/Desktop:

1. Select Federal Taxes in the banner
2. Select Wages & Income
3. On the How do you want to enter your income? page, select I'll choose what I work on
4. Scroll down to Retirement Plans and Social Security, and select Start to the right of Social Security (SSA-1099, RRB-1099)
5. On the Did you receive Social Security or Railroad Retirement benefits in 2022? page, answer Yes
6. On the Tell us about the benefits you received screen, select the checkbox to the left of Social Security benefits (Form SSA-1099)
7. Enter the information as reflected on your Form SSA-1099, then select Continue

If this isn’t what you’re asking, please provide more information. 

@japins06 

[car68bar]

yes

[DoninGA]

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@car68bar wrote:

yes

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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