Form SSA-1099 is used to report any Social Security benefits that you may have collected during the year.
Where to enter Form SSA-1099?
To enter, go to:
- Federal Section
- Income - Select My Forms
- 1099-R, RRB-1099, RRB-1099-R, SSA-1099 - Distributions from pensions, annuities, retirement, IRA's, Social Security, etc.
- Social Security Benefits/RRB-1099
Box 5 shows the net amount of benefits paid for the year.
Box 6 shows the amount of your federal tax withholdings. It is uncommon to have withholdings from social security benefits.
Box 3 shows the amount paid for Medicare.
How do I report my Lump Sum Payments?
If you need to report a Lump Sum Payment on this page; please click here for further instructions.
To view a sample Form SSA-1099, click here.