What is FORM SSA-1099SM ?

jtogubat — Sun, 15 Mar 2026 22:22:49 GMT

Re: What is FORM SSA-1099SM ?

DavidD66 — Sun, 15 Mar 2026 22:27:14 GMT

Form SSA-1099SM is the "Self-Mailer" version of the Social Security Benefit Statement (SSA-1099). It reports Social Security benefits, tax withheld, and Medicare premium deductions.

Re: What is FORM SSA-1099SM ?

VolvoGirl — Sun, 15 Mar 2026 22:31:16 GMT

Do you get Social Security or SSDI?

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

Federal Taxes

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

After you enter it keep going. There are follow up questions you need to answer. Especially look for if you lived in a Foreign country. Should be No.

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

Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.

topic What is FORM SSA-1099SM ? in Retirement tax questions

What is FORM SSA-1099SM ?

Re: What is FORM SSA-1099SM ?

Re: What is FORM SSA-1099SM ?