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April 5, 2025
Question

Do I enter SSA-1099 in the group of 1099-R?

  • April 5, 2025
  • 1 reply
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1 reply

Employee
April 5, 2025

@ chen3840  asked:  "Do I enter SSA-1099 in the group of 1099-R?"

 

No.  Social Security SSA-1099 has its own interview category.  I'll assume you are using Online TurboTax.  Here are 2 ways to get to it in the Online version.  The first way to get there is shown in the image below:

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Or here's another way to get to the SSA-1099 interview:

 

  • With your return open, go to top right corner and click the Search tool (magnifying glass).
  • In the search box enter SSA-1099 without quotes.   Ignore  the dropdown suggestions that appear spontaneously as you type.   Instead click the adjacent magnifying glass that is inside the search box.
  • It should then present you a blue link Jump to SSA-1099.  Click that.
  • The next screen should say "Did you receive Social Security Benefits or Railroad Retirement Benefits in 2024?" If so, click YES.
  • Next screen:   Indicate you had Social Security Benefits (SSA-1099).
  • Then a form will open up with boxes to enter your data.