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January 24, 2025
Question

SSA-1099

  • January 24, 2025
  • 1 reply
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Cannot get access to SSA-1099 form to enter data, when working with prior year transfer file. Same issue as reported  last year. Never fixed.

    1 reply

    DawnC
    Employee
    January 24, 2025

    All SSA-1099 forms get entered in the same place:

     

    1. Open or continue your return.
    2. Navigate to the Social Security benefits section:
      • TurboTax Online/Mobile: Go to Social Security benefits.
      • TurboTax Desktop: Search for ssa-1099 and then select the Jump to link.
    3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
    4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
      • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
      • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
    5. Select Continue and follow the onscreen instructions.

    From Where do I enter an SSA-1099?

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