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April 11, 2025
Question

WHERE DO I ENTER MY SSA-1099 SOCIAL SECURITY BENEFIT STATEMENT?

  • April 11, 2025
  • 1 reply
  • 0 views
I TRIED FILLING OUT A GOVERNMENT TAX FORM AND ADDED FORM SSA-1099 AND IT SAID I OWED TWICE AS MUCH TO THE GOVERNMENT. WHAT'S GOING ON? WHERE DO I ADD MY SSA-1099 ON TURBOTAX?

1 reply

VolvoGirl
Employee
April 11, 2025

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

Federal Taxes (Personal for Home&Business)

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

 

To see the Social Security Benefits Calculation Worksheet in Turbo Tax Online version you would have to save your return with all the worksheets to your computer. Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the right side.