Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Panel
bgColor#E3FCEF

This article demonstrates how to add Form SSA-1099.

...

About Form SSA-1099

...

  • 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?

...

  1. Select Add Form.

    image-20241003-202401.png
  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.

      Desktop/Hosted

      image-20241007-135525.png

      CLO
      CrossLink Online

      image-20241007-135842.png

Panel
bgColor#F4F5F7

Related Articles

Is Social Security Income Taxable?