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Level 1
March 25, 2025
Question

Where do I input payments for retirement

  • March 25, 2025
  • 2 replies
  • 19 views
I retired at the age of 65, due to this I receive a monthly pension payment from SS. where do I hAVE TO REPORT THIS INCOME.

    2 replies

    Level 15
    March 25, 2025

    You should have received a form SSA-1099.

     

    This is how to report this form SSA-1099:

     

    1. In TurboTax Online, open your return
    2. Click on Search (magnifying glass icon) at the top right of your screen
    3. In the Search box, enter form SSA-1099 and click Enter
    4. In the search result box, click on Jump to form SSA-1099
    5. TurboTax will take you directly to the section where you can start entering your form SSA-1099.

     

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    DoninGA
    Level 15
    Level 15
    March 25, 2025

    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