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Level 2
June 4, 2019
Solved

Where to input SSA-1099

  • June 4, 2019
  • 2 replies
  • 11 views
What section and exact location do I input my SSA-1099 income
thank you:)
Best answer by Tonita

To enter your SSA-1099:

  • Click My Account (Top right of your screen). 
  • Select Tools.
  • In the pop up window, select Topic Search.
  • 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.


2 replies

TonitaAnswer
Level 10
June 4, 2019

To enter your SSA-1099:

  • Click My Account (Top right of your screen). 
  • Select Tools.
  • In the pop up window, select Topic Search.
  • 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.


Level 2
June 4, 2019
Thank you
Level 13
June 4, 2019
Just type   SSA-1099   into the search box, click Find, then click Jump to