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• Taxpayers must include Form SSA-1099 with their return if they are otherwise required to file

• Social Security benefits can be 50-85% taxable

• Taxpayers receiving SSI will not receive this form

• For more information regarding the taxable portion of Social Security benefits reference: Is Social Security Income Taxable?

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Entering Form SSA-1099

1. Select Add Form.
   

   

2. Locate and select Form SSA-1099. Double-click to add the form.
   

3. If a joint return, choose New Taxpayer's or New Spouse's Occurrence.
   

4. Complete the SSA-1099, filling in all applicable sections.

   1. If the taxpayer has Medicare premiums deducted add all premiums together, enter them in the bottom left corner of the SSA-1099, and link to SCH A.
      
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