Social Security Benefits reported to you
on the pink Form SSA-1099 should be entered in TurboTax since they may or may
not be taxable depending on your situation.
-
Open your tax return in
TurboTax online.
(To do this, sign in to TurboTax, see your Tax Timeline, and click ‘Take me to
my return.’)
- Using the Search feature in
the upper right corner of the screen, enter SSA-1099 and perform the search.
Then click on Jump to SSA-1099, which is the first item in the search results.
- Select Yes, let's
work on Social Security benefits and click Continue.
- Check the first box, Form
SSA-1099.
- 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).
Click Continue.
TurboTax will
automatically calculate what portion, if any, of your Social Security benefits
are taxable.
