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This article demonstrates how to complete Form SSA-1099. |
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About Form SSA-1099
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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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Completing Form SSA-1099
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Select Add Form.
Select Locate and highlight Form SSA-1099 in the All Forms & Schedules Menu. Double-click to add the form.
If a joint return, choose New Taxpayer's or New Spouse's Occurrence.
Complete the SSA-1099, filling in all applicable sections.
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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