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Information about SSA-1099-R

Updated: 11/19/2008
Article ID: 3494

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

What is Form SSA-1099-R?

Form SSA-1099-R 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.

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

Form SSA-1099-R 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-R 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-R by January 31, of the current year.

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How do I Enter SSA-1099-R?

For TurboTax Basic, Deluxe, or Premier:

  1. Select the Federal Taxes tab, then select Income.
  2. In the Choose How to Enter Your Income, select the Select Specific Topics button.
  3. In the Your Income screen, select Retirement Distributions.
  4. Next to Social Security Benefits, select the Start or Revisit button.
  5. In the Did You Receive Any Social Security Benefits? screen, select  Yes.
  6. In the Tell Us How Much You Received screen, enter your Form SSA-1099 information in the boxes provided.

For TurboTax Home & Business:

  1. Select the Personal tab, then select Personal Income.
  2. In the Your Personal Income screen, select the Select Specific Topics button.
  3. In the Your Personal Income screen, select Retirement Distributions.
  4. Next to Social Security Benefits, select the Start or Revisit button.
  5. In the Did You Receive Any Social Security Benefits? screen, select  Yes.
  6. In the Tell Us How Much You Received screen, enter your Form SSA-1099 information in the boxes provided.

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