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brezmamie
New Member

Does my ss1099 need to be placed somewhere?

 
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2 Replies

Does my ss1099 need to be placed somewhere?

The SSA-1099 for Social Security ?   Yes.

 

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

JohnB5677
Employee Tax Expert

Does my ss1099 need to be placed somewhere?

Yes, the Social Security 1099-SSA is entered into TurboTax post your Social Security, 

please follow these steps.

 

Log into TurboTax

  1. Select Wages & Income
  2. Scroll to and select Social Security (SSA-1099, RRB-1099)
  3. Now click Start or Edit or Add another 1099-R
  4. The screen may show Did you receive Social Security or Railroad Retirement benefits in 2023?
  5. Answer Yes
  6. If you filed a 1099-SSA last year, it may show an entry screen for you and‌ your spouse.
  7. Continue through the interview.

Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

If you are over 65, you will qualify for an additional deduction

 

Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.  


 

  • This deduction is for qualified individuals.
    • Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns).
    • Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels.
    • Benefit: Up to $6,000 (single) or $12,000 (joint) additional standard deduction to reduce taxable income. 
  • Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers).

 

The full taxable amount is included in your gross income on Form 1040; however, the Senior Deduction is reflected on line 13b.

 

It is reflected on Schedule 1A, Part V, Line 37

 

For more information, see Deductions for Seniors.


 

 

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