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February 8, 2025
Question

Where do I report the taxable amount of social security? And do I only report the 85% that is taxable?

  • February 8, 2025
  • 2 replies
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Under social security wages do I only list the 85% that is taxable and what line do I put this on?

    2 replies

    DoninGA
    Employee
    February 8, 2025

    If you received Social Security benefits you only enter the amount that is in box 5 of the SSA-1099 that you received from the Social Security Administration.

     

    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

     

    You do NOT enter the taxable amount of SS on your tax return, the TurboTax program enters that automatically, if required.

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

    February 8, 2025

    You enter your full social security benefit as reported on your SSA-1099 form in TurboTax. The program will calculate the portion that is taxable. It may be less than 85% taxable, depending on your income.

     

    You enter your Form SSA-1099 in the Wages and Income section of TurboTax, then Retirement Plans and Social Security, then Social Security (SSA-1099, RRB 1099)

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