topic Two SSA-1099-SM Forms. How do I enter the second one? in Retirement tax questions

Two SSA-1099-SM Forms. How do I enter the second one?

xrx70--y — Sat, 01 Jun 2019 04:15:14 GMT

Why do you have two SSA-1099s?

jerry2000 — Sat, 01 Jun 2019 04:15:16 GMT

Why do you have two SSA-1099s?

I was drawing Social Security and from my ex-husband soci...

xrx70--y — Sat, 01 Jun 2019 04:15:18 GMT

I was drawing Social Security and from my ex-husband social security. Effective July 1, 2016, I started drawing on my social security and with Part B also then coming out of my Social Security. Don't know if I can combine the 2 statements into 1 report??

If both the SSA-1099's you received show your Social Secu...

DoninGA — Sat, 01 Jun 2019 04:15:19 GMT

If both the SSA-1099's you received show your Social Security number in box 2 then you can add the two amounts in box 5 together and enter the sum of box 5 on your tax return.

To enter your 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

Or enter social security benefits in the Search box located in the upper right of the program screen. Click on Jump to social security benefits

Re: Why do you have two SSA-1099s?

robertapeden — Sat, 25 Feb 2023 21:35:26 GMT

One for me and one for my dependent. How would I enter that?

Re: Why do you have two SSA-1099s?

LindaS5247 — Sat, 25 Feb 2023 22:00:41 GMT

Don't include SSA-1099s for dependents. You aren't taxed on Social Security Benefits for your Dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon). While it may not be necessary for the dependent to file a separate return, it may be beneficial if the dependent had taxes withheld and would have a refund.

Click here for information on entering Forms SSA 1099 in TurboTax.