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Employee
January 25, 2022
Question

We received an ssa 1099 for 2021 not 2020 there is no plance for 2021

  • January 25, 2022
  • 2 replies
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2 replies

January 25, 2022

In order to enter a 1099-SA you will go to 'Wages and Income' and scroll down until you find 'Retirement Plans and Social Security.  Click on Social Security and follow the steps through TurboTax.

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VolvoGirl
Employee
January 25, 2022

Do you have the years right?  Online is only for 2021 returns.  Where is it asking for 2020?

 

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

 

2021 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

VolvoGirl
Employee
January 25, 2022

I just made you a screen shot.  Are you entering it here?