Per IRS, "If you are filing Form 1040 or Form 1040A, report your net benefits (the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099) on Form 1040, line 20a; or Form 1040A, line 14a."
To enter your SSA-1099 Form in TurboTax, 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
(Show More)
- Select Start/Update and follow the interview questions. (See
images below).