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First time using turbo tax need help

File my w-2 and ssa-1099
1 Best answer

Accepted Solutions

First time using turbo tax need help

You can follow the steps here below to get to the section you will need for entering your W-2.  

  • Log into your return by clicking orange Take me to my return button
  • Type W-2 in the Search box in the top right
  • Click the jump to W-2 link in the search results.
  • This will then take you to a screen where you can click on Whose W-2 do you want to work on? and you choose Work on xxx's W-2 now

Any SSA-1099 form, regardless of the suffix, gets entered the same way:

  • Sign into your TurboTax account, see your Tax Timeline, and click the orange Take me to my return button
  • Using the Search box in the upper right corner of the screen, type SSA-1099 and then click on Jump to SSA-1099, which is the first item in the search results.
  • Select Yeslet's work on Social Security benefits and click Continue.
  • Check the first box, Form SSA-1099.
  • Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.
  • SSA-1099s for your children and other dependents are not to be reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).
  • Then click Continue.

TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.  

Hope this helps!

View solution in original post

4 Replies

First time using turbo tax need help

You can follow the steps here below to get to the section you will need for entering your W-2.  

  • Log into your return by clicking orange Take me to my return button
  • Type W-2 in the Search box in the top right
  • Click the jump to W-2 link in the search results.
  • This will then take you to a screen where you can click on Whose W-2 do you want to work on? and you choose Work on xxx's W-2 now

Any SSA-1099 form, regardless of the suffix, gets entered the same way:

  • Sign into your TurboTax account, see your Tax Timeline, and click the orange Take me to my return button
  • Using the Search box in the upper right corner of the screen, type SSA-1099 and then click on Jump to SSA-1099, which is the first item in the search results.
  • Select Yeslet's work on Social Security benefits and click Continue.
  • Check the first box, Form SSA-1099.
  • Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.
  • SSA-1099s for your children and other dependents are not to be reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).
  • Then click Continue.

TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.  

Hope this helps!

5104327930
Returning Member

First time using turbo tax need help

Previously, my husband and I always used manual tax returns for many years by handwriting on the forms and then filed by mail.  We are retired and have no W-2's.  This time we use TurboTax Premier for the first time because we sold our vacation home and do not know how to file.  We were told the second home or vacation home should be reported as capital gains.  Basically, we have 1099's for social security income, for retirement income, and IRA'S RMD to report.  We did not itemize for many years.

5104327930
Returning Member

First time using turbo tax need help

As I just stated in previous message, my husband and I are long retired and do not have W-2's.  Does TurboTax still require us to provide W-2's ?

First time using turbo tax need help

@5104327930 

 

No you are not required to enter W-2's.  When you go to Federal >Wages and Income

 it will say something like "Let's start with your W-2"  but read the whole   screen---one of your choices is "I don't have any W-2's" --click that and move on to add the other forms of income you received.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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