This is a SSA- 1099 for SS benefits. How do I enter this?

This form is not a W2 and does not have a EIN number. What do I enter for a ein?


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You are correct Form SSA-1099 has No EIN and is not entered in the Wages W-2 area.

To enter your Social Security benefits Form SSA-1099 do the following.

- Click on the Federal Taxes
- Click on Wages & Income
- Click on Explore on My Own if it’s showing
- Scroll down that screen (page) to (Retirement Plans and Social Security)
- Under the above is (Social Security, Veterans' Benefits, SSA-1099) Click on Start or Update
- You'll be in the "Tell Us About the Benefits You Received" area
- There's a little square button (Social Security benefits (Form SSA-1099) Check that button
- You will see where you can enter
1. Box 5 - Total Net Benefits:  Total Net Benefits, which is (Box 3 minus Box 4) on your SSA-1099
2. Box 6 - Federal Tax Withheld

The following are listed under ( Description Of Amount In Box 3 ) on Your SSA-1099 Form IF they were withheld from Your Benefits.
3. Medicare B Premiums Deducted From Your Benefits
4. Medicare C Premiums Deducted From Your Benefits
5. Medicare D Premiums Deducted From Your Benefits
Enter anything that applies and is on your SSA-1099 Form. Should you be married filing jointly and you both receive Social Security, there is a place to enter your Spouses right next to yours.
Hope this helps.

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