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phiney72
New Member

Where do I input data from a SSA1099?

 
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1 Best answer

Accepted Solutions
ColeenD3
Expert Alumni

Where do I input data from a SSA1099?

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.

  1. 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.’)
  2. 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.
  3. Select Yes, let's work on Social Security benefits and click Continue.
  4. Check the first box, Form SSA-1099.
  5. 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).
  6. Click Continue

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

 

@phiney72

View solution in original post

5 Replies
ColeenD3
Expert Alumni

Where do I input data from a SSA1099?

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.

  1. 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.’)
  2. 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.
  3. Select Yes, let's work on Social Security benefits and click Continue.
  4. Check the first box, Form SSA-1099.
  5. 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).
  6. Click Continue

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

 

@phiney72

Where do I input data from a SSA1099?

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

Where do I input data from a SSA1099?

I get Social Security disability SSI I need to file a tax form so I can receive the relief check

Where do I input data from a SSA1099?

Do taxpayers on Social Security who don't typically file a return need to file a return?

Social Security beneficiaries who are not typically required to file tax returns do not need to file an abbreviated tax return to receive an Economic Impact Payment. Instead, payments will be automatically deposited into their bank accounts or sent by mail.

Ware9313
New Member

Where do I input data from a SSA1099?

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.

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