topic Re: SSA 1099 in Retirement tax questions

SSA 1099

ec240 — Mon, 26 Jan 2026 07:02:09 GMT

Ok I added my W2 went through all of the normal questions and realized it didn’t ask for spouse income. I made sure it’s on married filing jointly. I go to put in wife’s 1099-SSA but when form pops up it’s trying to put it under my name and income and not my wife’s. I tried deleting the selection and going back in but it just won’t let me add it under her. How can I fix it?

Re: SSA 1099

xmasbaby0 — Mon, 26 Jan 2026 09:29:24 GMT

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for. You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income. Then look for your spouse’s name there.

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

Re: SSA 1099

VolvoGirl — Mon, 26 Jan 2026 17:35:28 GMT

Sounds like it doesn't think you are filing a Joint return. Go back to My Info and check that she is listed and that under your name it shows filing Joint.

Are you entering the Social Security in the right spot? If you are filing Joint there is 2 columns, one for you and one for spouse.

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

Federal Taxes (Personal for Home&Business)

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

On the SSA- 1099 entry screen, if you are married there will be 2 columns, one for each spouse. If it doesn't show 2 columns then go back to My Info or Personal and edit the primary spouse to make sure you checked married and filing together.