Social Security Form 1099SM

[cddthomp]

I can't seem to enter my social security statement. It says "Revisit" and is grayed out. Is that form coming out soon or am I doing it wrong. Thank you.

[MonikaK1]

You can now enter 2025Social Security income information from Form 1099SM into Wages & Income, under Social Security (SSA-1099, RRB-1099). 

Navigate to Wages & Income, then select Retirement Plans and Social Security.

Form SSA-1099-SM (Social Security Benefit Statement) is a tax document sent in January reporting total Social Security benefits received, including retirement, survivor, or disability, used to calculate taxable income. The "SM" indicates it is a self-mailer version of Form SSA-1099. Enter the amount in Box 5 (net benefits) as income for tax filing. 

When you see "Revisit" in gray next to an item, this just indicates that the area has already been opened before. Click on "Revisit" to change information already entered. Items not yet started will have a "Start" button instead. See screenshot below:

[cddthomp]

I am sorry that I was not clear on this. When I click "revisit", it swirls and then puts me back on the same page as the "revisit." It it as if it lost my original information.  There is no option to add a new SSA form.

[LindaS5247]

You can get back to your social security input screens in TurboTax as follows:

1. Click on "Search" at the top right of your TurboTax screen
2. Type "Form 1099-SSA"  in the search bar 
3. Click on the link that says "Jump directly to the Form SSA-1099 section of TurboTax"
4. Your screen will say, "Tell me about the benefits you received"
5. Make any necessary changes and "Continue" through all of the follow-up screen

Note: Form SSA-1099-SM is a Social Security Benefit Statement issued by the Social Security Administration (SSA) to report the total benefits (retirement, survivor, or disability) received during the tax year. The "SM" specifically stands for "Self Mailer". It is used to determine if benefits are taxable and must be reported on your federal tax return.  It is treated exactly the same as a standard Form SSA-1099 from the SSA.

TurboTax Online updates for new tax laws and other features, but they are done automatically in your web browser. You do not have to manually update like in TurboTax desktop software.  

If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Updates."

You can also check for forms availability using this link click here.

You can also try these steps:

• Go out of your program, close your browser and go back in.
• Clear your cache and cookies.
• Try a different Web Browser.

For further instructions on how to clear cache and delete cookies, please see the links below:

Click here for How to clear your cache.
 

Click here for How do I delete cookies?

Please return to Community if you have any additional information or questions and we would be happy to help.

[cddthomp]

This is the online version so there is no forms option. I have already cleared my cookies, cache, etc. This seems ridiculous so I am going back to the desktop version. The online version which Fidelity gave me for free is awful. They dumbed it down too much.