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I have no questions at the moment. I wish to enter income amounts.,

I need to post social security income
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3 Replies
LenaH
Employee Tax Expert

I have no questions at the moment. I wish to enter income amounts.,

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).

 

All SSA-1099 forms get entered in the same place:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
    • Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
  5. Select Continue and follow the onscreen instructions.

We'll calculate what portion, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.

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I have no questions at the moment. I wish to enter income amounts.,

How do I enter that I want to use the standard deduction.

I don't see a useful purpose in submitting itemized info, if I can only submit use of standard deduction. 

I have no questions at the moment. I wish to enter income amounts.,

Just don't enter any deductions and Turbo Tax will automatically use the Standard Deduction.   

TurboTax will let you skip Deductions & Credits and file with the standard deduction. To do this, say no or $0 whenever TurboTax asks a question about deductions.

  • After you Wrap up Income, TurboTax will ask if you were affected by natural disasters or bought or sold cryptocurrency. Say No.
  • Next you will see OK, let’s do a quick check for tax breaks. Click Let’s Get Started.
  • On Let's save some time - and still get your biggest deduction, click Ok, let’s confirm this.
  • Answer No or $0 to all the tiles asking about deductions.
  • On Based on what you just told us, the Standard Deduction is best for you, TurboTax will show a larger standard deduction. Click OK, sounds good.
  • Answer all the next set of questions, No I didn’t.
  • On Great! We've got your tax breaks covered, click Wrap up tax breaks and go to Other Tax Situations.

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