topic Re: Can you help me? in Get your taxes done using TurboTax

Can you help me?

dawnpassedaway — Tue, 16 Mar 2021 19:42:17 GMT

I have wrtten 3 times for help. I have 2 incomes=one from Norton Pension for 11480.76. I think I entered that right. I also SS income of 25,207.20. Where do I enter this amount? Please help me.

Re: Can you help me?

ErnieS0 — Tue, 16 Mar 2021 21:26:31 GMT

Social Security benefits have their own section in TurboTax.

Type ssa-1099 in Search in the upper right
Select Jump to ssa-1099
Say YES to Did you receive Social Security or Railroad Retirement benefits in 2020?
Check Social Security benefits
Enter your information as it appears on your Form SSA-1099. TurboTax will carry your Medicare information to medical expenses

Re: Can you help me?

VolvoGirl — Tue, 16 Mar 2021 21:29:36 GMT

Social Security is on the line below 1099R Pension.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0