If the Treasury Benefit Offset amount was related to Social Security, report the total benefits as shown on your SSA-1099.
If the offset was to reduce a tax refund, no separate reporting is needed; just file your return as normal.
To enter an SSA-1099 in TurboTax, follow these steps:
- Log in to TurboTax:
- Make sure you are logged in to TurboTax.
- Open or continue your return.
- Navigate to the Social Security benefits section:
- TurboTax Online/Mobile: Click here and Go to the Social Security benefits section.
- Enter your SSA-1099 information:
- On the screen "Did you receive Social Security or Railroad Retirement benefits in 20XX?" answer Yes and select Continue.
- On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
- Select Continue and follow the onscreen instructions.