topic Social Security change in status in Retirement tax questions

Social Security change in status

gonefshn11 — Tue, 10 Mar 2026 07:14:42 GMT

During the year my SSA status changed from disability to Retirement, payments slightly changed, how do I report this in TurboTax? I only see one option for SSA retirement income, and nothing for SSA disability Income.

Re: Social Security change in status

rjs — Tue, 27 Dec 2022 03:56:05 GMT

Social Security disability and retirement benefits are treated exactly the same on your tax return. You don't report them separately. You just enter the total benefits that you received for the year. The changeover has no effect on your taxes.

Re: Social Security change in status

xmasbaby0 — Tue, 27 Dec 2022 05:16:27 GMT

You will receive a SSA1099 from Social Security in January. Just enter it as it appears. There is no difference in the way SS disability or "regular" SS benefits are taxed.

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