Form SSA-1099 Social Security Benefit Statement
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?
Follow the instructions below to correctly enter the Form SSA-1099:
Select Add Form.
Select Form SSA-1099. 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.
