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?

Completing Form SSA-1099

1. Select Add Form.
   
   

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2. Locate and highlight Form SSA-1099 in the All Forms & Schedules Menu. Double-click to add.
   
   

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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