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WHERE DO I PUT SSA-1099-SM

 
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ddaven12
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WHERE DO I PUT SSA-1099-SM

To enter the Form SSA-1099-SM in TurboTax Online.

  • Sign into your Online account.
  • Click the orange button that says "Take me to my return."
  • Go to Federal Taxes at the top.
  • Then go to Wagess & Income.
  • Scroll down to Retirment Plans and Social Security
  • Click Start next to Social Security( SSA-1099, RBR 1099)
  • Click Yes next to the question "Did you receive any Social Security benefits."
  • Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.

SSA-1099s for children and other dependents are not reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).

TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.

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