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April 12, 2021
Question

I was not asked about my Social Security -isn't it it's taxable- can I download the info? I don't have the forms

  • April 12, 2021
  • 2 replies
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I cannot find the forms I received for my Sec sec income - can I down-load them and where do I post them

2 replies

rjs
Employee
April 12, 2021

You can get a replacement Social Security benefits statement, Form SSA-1099, from the Social Security Administration. See the following FAQ on the Social Security web site for details.


How can I get a form SSA-1099/1042S, Social Security Benefit Statement?


For instructions to enter your SSA-1099 in TurboTax see the following FAQ.

 

Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

 

April 12, 2021

You can print your SSA-1099 when you go to the Social Security Administration website:  Online Services

 

 

To enter your Social Security benefits reported on form SSA-1099, please follow these steps:

  1. Click on Federal > Wages & Income
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099).
  3. On the next screen, mark the Yes button and click Continue.
  4. Continue through the screens, entering the requested information.