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lhirte1
New Member

SSA1099 Lump-sum clarification?

  On my turbo tax information on income, I received a payout for SSI-Disability from a filing from 2014.  My question is this, on the back of the SSA1099 form it shows how to enter for income when filing jointly.

   A. enter both SSI amounts > mine & wife's

   B.  enter 1/2 of that amount

   C.  enter other income

   D.  Enter any interest from tax-exempt municipal bonds

   E.  Add  B, C, & D total here

  Married, filing jointly above thirty-two K enter this amount

  Turbo-Tax doesn't address this from what I found unless it's hidden.  My total SSI payout amount puts me into $big$ for my tax-bill  (HELP)  [email removed]

  

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Accepted Solutions
JakeF
New Member

SSA1099 Lump-sum clarification?

All SSA-1099 forms get entered into the same place in TurboTax. You might find this FAQ helpful regarding where to enter this information:

https://ttlc.intuit.com/questions/2891927-where-do-i-enter-an-ssa-1099-ssa-1099-sm-or-ssa-1099-r-op1

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1 Reply
JakeF
New Member

SSA1099 Lump-sum clarification?

All SSA-1099 forms get entered into the same place in TurboTax. You might find this FAQ helpful regarding where to enter this information:

https://ttlc.intuit.com/questions/2891927-where-do-i-enter-an-ssa-1099-ssa-1099-sm-or-ssa-1099-r-op1

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