Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
R
ROBERTA FALATYN
April 14, 2025
Question

FORM SSA-1099-R-0P1

  • April 14, 2025
  • 1 reply
  • 0 views

DO THE SAME RULES APPLY TO INCOME STATED ON A FORM SSA-1099-R-0P1 AS TO FORM SSA-1099?  I HAVE NO OTHER INCOME BUT THE AMOUNT IS OVER 25,000.

    1 reply

    KrisD15
    KrisD15
    April 14, 2025

    It depends what the SSA-1099-R-OP1 is reporting. If you were paid a lump sum, that may be taxed differently than your 2024 benefits depending on your tax rate for the year of the lump sum payment. 

     

    Please enter that form in the 

    Wages & Income

    Retirement Plans and Social Security

    Social Security (SSA_1099, RRB-1099)

     

     

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsCookie settingsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification