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H
Hen1house
June 4, 2023
Question

both spouses receive Social Security Benefits. How do you enter them on the 1099R worksheet?

  • June 4, 2023
  • 1 reply
  • 0 views
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    1 reply

    N
    NCPERSON1
    June 4, 2023

    what are you trying to accomplish?

     

    where are you seeing this 1099-R worksheet? are you trying to complete your 2022 tax return?)

    X
    xmasbaby0
    Employee
    June 4, 2023

    You do not enter Social Security benefits as a 1099R.   You are in the wrong place in the software.

     

     Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

     

    There should be a spot for EACH spouse with your names next to them to enter the information from your SSA1099's.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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