topic How to enter a SSA-1099 form? in Retirement tax questions

How to enter a SSA-1099 form?

nhill3 — Mon, 13 Apr 2026 19:06:56 GMT

How do I take a picture of my SSA-1099 form?

Re: How to enter a SSA-1099 form?

DoninGA — Mon, 13 Apr 2026 19:09:01 GMT

A Form SSA-1099 can only be entered manually.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Re: How to enter a SSA-1099 form?

DawnC — Mon, 13 Apr 2026 19:09:04 GMT

Those have to be manually entered - they can't be imported. Where do I enter an SSA-1099

Re: How to enter a SSA-1099 form?

xmasbaby0 — Mon, 13 Apr 2026 19:09:05 GMT

You cannot snap a photo of a SSA1099. You key it in by hand.

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

And....be careful of this:

USER ERROR WITH SOCIAL SECURITY ENTRY

We have seen a lot of people who made a user error with the entry of their SSA1099. The screen right after you enter the SSA1099 asks you if you lived in certain foreign countries in 2025. If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly. Look at your Form 1040 and see if line 6b was left blank due to that mistake. The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due. It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.