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 . Lists the benefits paid and any adjustments made. Only the adjustments that apply to you
will be shown. If no adjustments were made to the benefits paid, the word “none” will be shown
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.