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New Member
posted Feb 29, 2020 2:58:06 PM

There's no Payer ID number on form SSA-1099-SM (Social Security Benefit Statement)

I cannot complete my joint income tax return unless the space for the SSA-1099-SM Payer ID number is filled.  The form I have doesn't provide the information.  Please advise.  Plan B is to call the SSA 1-800 number.

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3 Replies
Level 15
Feb 29, 2020 3:01:48 PM

Are you entering it in the correct category?   It shouldn't ask for a payer.   Be sure you are not entering it in the W-2 or 1099-R section by mistake.

 

See this FAQ about entering Social Security 1099 forms:

 

https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-an-ssa-1099-ssa-1099-sm-or-ssa-1099-r-op1/00/26527

Level 15
Feb 29, 2020 3:02:34 PM

You do not enter a SSA-1099 in the section for a Form 1099-R or in the section for a W-2.

 

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

Level 15
Feb 29, 2020 3:03:16 PM

If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099.

 

Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

 

OR

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button