Social Security Benefits reported to you on the pink Form SSA-1099 should be entered in TurboTax since they may or may not be taxable depending on your situation. Open your tax return in TurboTax online. (To do this, sign in to TurboTax, see your Tax Timeline, and click ‘Take me to my return.’) Using the Search feature in the upper right corner of the screen, enter SSA-1099 and perform the search. Then click on Jump to SSA-1099, which is the first item in the search results. Select Yes, let'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 children and other dependents are not 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). Click Continue. TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable. @phiney72

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phiney72

Level 1

Solved

Where do I input data from a SSA1099?

Forum|Forum|6 years ago
April 5, 2020
2 replies
30 views

No text available

TurboTax Free Edition Online

Best answer by ColeenD3

Social Security Benefits reported to you on the pink Form SSA-1099 should be entered in TurboTax since they may or may not be taxable depending on your situation.

Open your tax return in TurboTax online.
(To do this, sign in to TurboTax, see your Tax Timeline, and click ‘Take me to my return.’)
Using the Search feature in the upper right corner of the screen, enter SSA-1099 and perform the search. Then click on Jump to SSA-1099, which is the first item in the search results.
Select Yes, let'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 children and other dependents are not 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).
Click Continue.

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

@phiney72

ColeenD3Answer

Level 15

Social Security Benefits reported to you on the pink Form SSA-1099 should be entered in TurboTax since they may or may not be taxable depending on your situation.

Open your tax return in TurboTax online.
(To do this, sign in to TurboTax, see your Tax Timeline, and click ‘Take me to my return.’)
Using the Search feature in the upper right corner of the screen, enter SSA-1099 and perform the search. Then click on Jump to SSA-1099, which is the first item in the search results.
Select Yes, let'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 children and other dependents are not 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).
Click Continue.

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

@phiney72

Ware9313

Level 2

I am not having success with the SSA-1099 opening up. It pulls up in the search but it doesn't allow me to select moving forward.

robtm

Level 10

Click on Federal Taxes / Wages & Income / choose what I work on / scroll down to Retirement Plans and Social Security / on Social Security click Start