Information about SSA-1099

Select a link below to go directly to a topic or read through the document to learn about Form SSA-1099.

• What is Form SSA-1099?
• How do I Enter Form SSA-1099?

Form SSA-1099 reports to you any benefits you received under Title II of the Social Security Act. Your net benefits (the part that may be subject to tax) are reflected in Box 5.

• If your benefit is combined with another person's on a single check, each recipient will receive a separate Form SSA-1099.
• If your benefits arise from more than one social security record, you may receive more than one Form SSA-1099.

Form SSA-1099 also reports any repayments you made during the year (in Box 4). Repayments occur when you receive more benefits during the year than you are qualified to receive, because of your income. What happens is that you have to repay those benefits the following year.

Also shown on Form SSA-1099 are Medicare premium payments made on your behalf. These would have been deducted from your benefits during the year. The amount you enter, on the worksheet, will flow to the Medical Expense Worksheet as well as to Schedule A. You should receive your Form SSA-1099 by January 31, of the current year.

Top

Here's how to get to the 1099-R screens in the TurboTax Online:

1. Select the Tools button in the upper right-hand portion of the screen. 
2. Select Topic Search.
3. When the window opens, type "SSA-1099" into the box, select the item that best describes the SSA-1099 that you received, and then select Go. 
4. Follow the on-screen instructions to enter the information from your SSA-1099.
    

Here's how to get to the SSA-1099 screens in the TurboTax desktop or CD/download version:

1. Enter your cursor into the search box in the upper right-hand portion of the screen. 
2. Type "SSA-1099" into the box, click on the item that best describes the SSA-1099 that you received. 
3. Follow the on-screen instructions to enter the information from your SSA-1099.

Top