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January 9, 2025
Question

Is the 1099R the right paperwork for Social Security benefits

  • January 9, 2025
  • 1 reply
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Is the 1099 the right paperwork for Social Security benefits

    1 reply

    DoninGA
    Employee
    January 9, 2025

    Social Security benefits are reported on an 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