Disability income

[Bassmaster1227]

I just filled out taxes and going back through the review I didn’t see my wife’s income listed. She is on disability unable to work. I just want to make sure there’s no mistakes that will cause us problems. How can I make sure her disability income was captured on the return so it doesn’t look like I tried to leave it off?

  Thanks

[DoninGA]

What type of form is reporting her disability income?  A SSA-1099?  A W-2?  Something else?

[Bassmaster1227]

Yes it’s SSS-1099

[Bassmaster1227]

Sorry I hit post before I proofread it. It is SSA-1099

[DoninGA]

Did you enter her SSA-1099 in the correct section of the program?

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Social Security benefits received are reported on the federal tax return Form 1040 on Line 6a.  The taxable amount of the benefits, if any, are reported on Line 6b

[Bassmaster1227]

I remember it having me do that last year, I didn’t notice that I skipped it but it never prompted me to enter it this year. Can I go back in and enter it if it has already submitted and accepted my returns?

[DoninGA]

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@Bassmaster1227 wrote:

I remember it having me do that last year, I didn’t notice that I skipped it but it never prompted me to enter it this year. Can I go back in and enter it if it has already submitted and accepted my returns?

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To add the SSA-1099 after you have filed the tax return and it has been accepted by the IRS you will need to amend the tax return.

If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 16 weeks or longer to process an amended tax return.

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

See this TurboTax support FAQ for amending a 2021 return - https://ttlc.intuit.com/community/tax-return/help/how-do-i-amend-my-2021-return/00/2544441

See this TurboTax support FAQ on amending a tax return originally completed and filed using the 2020 TurboTax editions - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-return/00/27439

[Bassmaster1227]

Thank you very much for your help. Is there a way I can check it to see if it captured her SSA before I start the process?

[VolvoGirl]

Check 1040 line 6a.  The amount from SSA-1099 box 5 should be on line 6a.

How to get a copy after filing

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-get-a-copy-of-a-return-i-filed-thi...

[Bassmaster1227]

Thank you very much for your help!

 Have a great evening!