Wheree to enter SSA-1099 for inclusion on 2024 fed Tax return

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April 13, 2025
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VolvoGirl

Employee

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.

SabrinaD2

All SSA-1099 forms get entered in the same place:

Open or continue your return.
Navigate to the Social Security benefits section:
- TurboTax Online/Mobile: Go to Social Security benefits.
- TurboTax Desktop: Search for Social Security benefits and then select the Jump to link.
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 onscreen 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.