TurboTax HelpIntuit
Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?
by TurboTax•3133• Updated 2 months ago
Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).
Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax.
All SSA-1099 forms get entered in the same place:
- Open (continue) your return in TurboTax.
- In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
- On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
- On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Don't 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 on-screen instructions.
We'll calculate how much, if any, of your Social Security benefits are taxable. If your only income is from Social Security, you aren't required to file a return.
More like this
- Where do I enter Form 1099-SA?by TurboTax•7803•Updated August 05, 2024
- Where do I enter Form 1099-S?by TurboTax•7486•Updated July 19, 2024
- Where do I enter my 1099-R?by TurboTax•24994•Updated April 03, 2024
- Where do I enter a 1099-MISC?by TurboTax•15683•Updated July 26, 2024
- Where do I enter my 1095-A?by TurboTax•20567•Updated July 31, 2024