Regarding the withholding and state ID numbers, this information will be entered on the screens that correspond with your forms. To enter 1099-R/pension information:
- Open (continue) return if you don't already have it open.
- Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
- Answer Yes on the Your 1099-R screen, then select Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
- Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.
To enter 1099-SSA forms:
- Open (continue) your return in TurboTax if it's not already open.
- In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.
- On the Social Security Benefits screen, answer Yes and select Continue.
- Check the first box, then enter the amounts from your form(s) where indicated.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Do not include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
- Select Continue and follow the onscreen instructions.
We'll calculate what portion, if any, of your Social Security benefits are taxable.
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