topic What if you start SSI in middle of the year in Get your taxes done using TurboTax

What if you start SSI in middle of the year

snoopynov3 — Wed, 28 Jan 2026 06:48:28 GMT

Does TurboTax have you put monthly social security

Re: What if you start SSI in middle of the year

VolvoGirl — Mon, 27 Jan 2025 20:28:12 GMT

No, not monthly. If you get Social Security or SSDI you will get a SSA-1099 in January for the total they paid you. You need to enter the SSA-1099 into your tax return. You don’t get a SSA-1099 for ssi and don’t report ssi on your tax return.

Did you get ssi or Social Security? A lot of times people say ssi when they are getting Social Security. But ssi actually stands for supplemental security income. It is different than SS. You don't get a SSA-1099 for ssi and you do not report ssi on your tax return.

Re: What if you start SSI in middle of the year

DoninGA — Mon, 27 Jan 2025 20:29:18 GMT

You enter the amount that is box 5 of the SSA-1099 that you received from the Social Security Administration.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Re: What if you start SSI in middle of the year

xmasbaby0 — Mon, 27 Jan 2025 20:29:21 GMT

Yes. Social Security will mail you a SSA1099 for any Social Security benefits you received in 2024, and it must be entered.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

FIRST YEAR OF SOCIAL SECURITY

People get really confused when they start getting SS. If you are not full retirement age, SS can reduce your benefits if you earn over a certain amount. But they do not do that during the FIRST year that you transition from working to getting SS. After that, if you are not full retirement age, they can reduce your benefit if you continue to work and earn over the limit.

None of that means that your SS is not taxable during the first year. It is. If you receive other income while receiving SS, your SS can be taxable. If you were expecting SS to be "tax free" the first year, you were mistaken about how it works.

FIRST YEAR OF SS RULES

https://faq.ssa.gov/en-US/Topic/article/KA-01927?msclkid=11bc282ccf2211ecb65078152b05ae6b

https://www.ssa.gov/pubs/EN-05-10069.pdf

And....Social Security and SSI do not mean the same thing.

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

IF YOU WANT TO HAVE TAX WITHHELD FROM YOUR SOCIAL SECURITY BENEFITS

https://www.ssa.gov/manage-benefits/request-withhold-taxes

https://www.irs.gov/forms-pubs/about-form-w-4-v