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New Member
posted Apr 24, 2020 5:19:47 PM

I'll await your call back dont have a w-2 for just a ssa_1099 form.?

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1 Replies
Level 15
Apr 24, 2020 5:23:59 PM

Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are reported on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.
However, if the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

 

See this US Treasury website for stimulus payments to Social Security recipients  - https://home.treasury.gov/news/press-releases/sm967

 

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