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I have two SSA-1099 forms. One was a lump sum payment, and one form showed monthly payments I received. Should I net the two together when using the software?

 
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ddaven12
New Member

I have two SSA-1099 forms. One was a lump sum payment, and one form showed monthly payments I received. Should I net the two together when using the software?

Yes, you can only add one Form SSA-1099 in the programso with the two forms you would add the amounts together for each box then enter the total amount in the required fields.

To enter the SSA-1099 in TurboTax Online please follow the steps below.

  • Sign into your Online account.
  • Click the orange button that says "Take me to my return."
  • Go to Federal Taxes at the top.
  • The go to Wages & Income.
  • Next scroll down the page to Retirement Plans & Social Security.
  • Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.

To enter the SSA-1099 in theTurboTax CD/Download software please follow the steps below.

  • Go to Federal Taxes( Personal in Home & Business) at the top.
  • Then go to Personal Income or Wages & Income and select "I'll choose what I work on.
  • Scroll down the page to Retirement Plans & Social Security.
  • Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.

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1 Reply
ddaven12
New Member

I have two SSA-1099 forms. One was a lump sum payment, and one form showed monthly payments I received. Should I net the two together when using the software?

Yes, you can only add one Form SSA-1099 in the programso with the two forms you would add the amounts together for each box then enter the total amount in the required fields.

To enter the SSA-1099 in TurboTax Online please follow the steps below.

  • Sign into your Online account.
  • Click the orange button that says "Take me to my return."
  • Go to Federal Taxes at the top.
  • The go to Wages & Income.
  • Next scroll down the page to Retirement Plans & Social Security.
  • Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.

To enter the SSA-1099 in theTurboTax CD/Download software please follow the steps below.

  • Go to Federal Taxes( Personal in Home & Business) at the top.
  • Then go to Personal Income or Wages & Income and select "I'll choose what I work on.
  • Scroll down the page to Retirement Plans & Social Security.
  • Then click Start next to Social Security(SSA-1099, RRB-1099 and continue through the screens to  enter the information.
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