Here are a couple of ways to get to the interview for a SSA-1099.
This is a shortcut method:
- Log in and open your return ("Take me to my return.")
- Once the return is open, click on the SEARCH tab in the top right corner.
- Enter SSA-1099 without quotes.
- Choose Jump to SSA-1099.
- Next screen will say: Social Security Benefits, and will ask you if you received any.
- When you say "yes", then on the next screen you can tell TurboTax you received a SSA-1099.
- It will expand and show the data fields for you to fill out with the info from your form.
Or here's the regular navigation to get to the same place:
-
Federal Taxes tab.
- Subtab "Wages & Income"
- "I'll choose what I work on", or it may say "Your Income", in which case scroll down to "All Income"
- Keep scrolling down to Retirement Plans and Social Security and click "Show More" to see the subtopics.
- Find subtopic Social Security (SSA-1099, RRB-1099) and click Start or Revisit.
- Next screen will say: Social Security Benefits, and will ask you if you received any.
- When you say "yes", then on the next screen you can tell TurboTax you received a SSA-1099.
- It will expand and show the data fields for you to fill out with the info from your form.
