Question

Do I combine the 2 SSA-1099 amounts that I received, since I couldn't find where TurboTax allows me to add the second SSA-1099?

Forum|Forum|3 years ago
January 18, 2023
1 reply
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Box 8: Claim Number refers to my SS# on one SSA-1099 and the 2nd one has my late husband's SS#.

TurboTax Deluxe Online

Employee

If you are filing as Married Filing Jointly there are columns, by Name, where you enter the amount from Box 5 of your SSA-1099. You Cannot combine the amounts from a SSA-1099 if the Social Security numbers are different on each SSA-1099.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Sample screenshot -

JohnB5677

Please clarify your situation:

If he passed in 2022, he should still be reported on your joint tax return.
1. See @DoninGA post to enter the other SSA-1099
Did you inform the Social Security Administration that he had passed?
Any survivor benefit should be going to you on your Social Security number.

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