topic Where do I add social security in Retirement tax questions

Where do I add social security

pckcha8 — Wed, 10 Feb 2021 17:19:16 GMT

JohnW152 — Wed, 10 Feb 2021 17:56:59 GMT

It's a fairly straightforward process. Please see the TurboTax Help article Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? for guidance.

Whether or not your Social Security income is taxable depends on your total income, including your Social Security and any other income.

VolvoGirl — Wed, 10 Feb 2021 17:58:39 GMT

Try going to the search box and type in SSA-1099 or Social Security Benefits. That will give you a Jump To link to take you directly to it.

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