SSA-1099SM

Forum|Forum|11 months ago
April 12, 2025
2 replies
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Box 5 of my SSA-1099SM form is blacked out. Do I enter the amount from Box 3 since there is nothing in Box 5?

DoninGA

Employee

Box 5 is the amount from box 3 minus box 4. Enter that amount in box 5 if a positive number.

mychulasAuthor

Thank you. Box 5 is shaded in black. So, since that box is the difference between box 3 and 4, should I enter the amount showing in Box 3 instead?
The Turbo tax screen says to enter box 5.

DoninGA

Employee

Never seen a box 5 blacked out on a Form SSA-1099. Did you receive this form directly from the Social Security Administration mailed to your home address?

Yes, enter the amount shown in box 3 for the amount in box 5.

nanapris

Form SSA-1099-SM has an amount, deductions for work or other deductions, do I need to list this somewhere?

VolvoGirl

Employee

Yes you have to enter the SSA-1099. Is that what you are asking? Where does it show deductions for work or other deductions? You only enter box 5 for benefits and the Medicare deduction and any federal withholding in box 6.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0