TurboTax

Level 2

Question

Why did I get an initial 1099?

I see the question asked by numerous other people but I see no answers. Help!

Level 15

To clarify, what type of 1099? What is it reporting? (tax refund, miscellaneous income? )

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Level 2

I’m referring to an SSA1099

Level 15

Is this SSA-1099 reporting the Social Security Payments you received in 2024?

If YES, enter under

Wages & Income

Retirement Plans and Social Security

Social Security (SSA-1099, RRB-1099) START or UPDATE

The program will perform the calculations to determine how much, if any, of that income is taxable.

The amount received will be on your 1040 line 6a

If any is taxable, that amount will be on line 6b

Is this reporting something different, such as a one-time death benefit or lump sum payment?

If yes, please continue.

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