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April 16, 2025
Question

How do I account for my social security benefits and taxes withheld ?

  • April 16, 2025
  • 3 replies
  • 0 views
Listing my social security 1099 R results in turbo tax requests for information from box #’s not on the SSA1099 R. The SSA 1099 R box #’s only contains 8.

3 replies

April 16, 2025

Can you clarify which information you are not able to locate on your form? 

 

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SteamTrain
April 16, 2025

@mannyht3 

 

Delete that 1099-R....you are entering the SSA-1099 in the wrong place.

 

..........it is NOT a 1099-R form...it is an SSA-1099.

 

There is a specific SSA-1099 menu line on the Wages&Income page to start entering that form, and has no extra boxes.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
VolvoGirl
April 16, 2025

Do you get railroad benefits?   You don’t enter Social Security SSA-1099 under 1099R.  It has its own place.

 

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

 

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

 

Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.