topic Re: Two 1099s in Get your taxes done using TurboTax

Two 1099s

billmcse — Wed, 01 Jan 2025 14:07:35 GMT

I have two 1099s. One is from survivor benefits which I received for part of the year. That stopped after I filed and started to receive retirement benefits. They sent two 1099s, one for each. Can I just enter one 1099 for the total amount of both?

Re: Two 1099s

rjs — Wed, 01 Jan 2025 17:17:27 GMT

What kind of 1099 did you get? There are over 20 different kinds. There is no plain Form 1099. All 1099 forms have one or more letters after the 1099, such as 1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-R, and 1099-G.

The forms that you got are probably 1099-R. If so, enter each one separately. Do not combine them.

Re: Two 1099s

billmcse — Wed, 01 Jan 2025 17:19:29 GMT

Each of them say SSA-1099-SM

Re: Two 1099s

rjs — Wed, 01 Jan 2025 17:31:38 GMT

You don't actually enter the SSA-1099 form in TurboTax. You just enter some amounts from the form on the screen for Social Security benefits. If both SSA-1099 forms have your Social Security number in box 2 at the top, you have to add them together and enter the total in TurboTax.

Re: Two 1099s

billmcse — Wed, 01 Jan 2025 18:42:43 GMT

Ok, that's what I did