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Level 1
April 2, 2023
Question

w-2

  • April 2, 2023
  • 2 replies
  • 4 views

How do I enter Social Security Benefits 

 

    2 replies

    DoninGA
    Level 15
    Level 15
    April 2, 2023

    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

    Hal_Al
    Level 15
    Level 15
    April 2, 2023

    Do Not enter your SSA-1099 (social security benefits) in the W-2 section of TurboTax (TT).

     

    In TurboTax (TT), enter at:
    - Federal Taxes tab (Personal in  Home & Business)

     - Wages & Income

    Scroll down to:

    -Retirement Plans & Social Security

          -Social Security (SSA-1099…..