Form SSA-1099 data entry

To enter information from Form SSA-1099, Social Security Benefit Statement, you can either:
  • Use Source Data Entry.
  • Use the following table to find where to enter the information.
Form field
Folder > Screen
Field
Box 1 - Name
Retirement > SSA-1099
Code the screen unit to T or S to indicate if the Beneficiary is the Taxpayer or the Spouse.
Box 2 - Beneficiary's SSN
Retirement > SSA-1099
The application uses the SSN from the General screen when you select T or S.
Box 3 - Benefits paid in
2024
Retirement > SSA-1099
Box 3 Benefits paid in
2024
Box 4 - Benefits repaid to SSA in
2024
Retirement > SSA-1099
Box 4 Benefits repaid to SSA in
2024
Box 5 - Net benefits for
2024
Retirement > SSA-1099
Box 5 Net benefits for
2024
Description of amount in box 3 - Medicare premiums
Retirement > SSA-1099
Medicare premiums
Description of amount in box 3 -  Prescription drug (Part D) premiums
Retirement > SSA-1099
Prescription drug (Part D) premiums
Description of amount in box 3 - State use
Retirement > SSA-1099
State use
Box 6 - Voluntary Federal Income Tax Withholding
Retirement > SSA-1099
Box 6 Voluntary Federal Income Tax Withheld

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