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Federal input screens

Screen SSA-1099 - Social Security, Tier 1 Railroad Retirement Benefits (1040)

Overview

Use this screen to record Social Security and Tier 1 railroad retirement benefits information from Forms SSA-1099 and RRB-1099. The information entered in this screen transfers to the related 1040 forms and schedules. For example, the federal income tax withheld information transfers to the Form 1040, Page 2 line that reports federal income tax withheld from Forms W-2 and 1099.
Multiple units
The application lets you enter information from multiple Forms SSA-1099 and RRB-1099.
Source data entry
The UltraTax CS
Source Data Entry
 tool lets you enter data on facsimile versions of forms your clients submit for the preparation of their tax returns. Once the facsimile forms are completed, you can export the data to the application and transfer it into your client data files via the data sharing feature.
You'll need to diligently review all data that's shared among clients.

SSA-1099 Facsimile

Use this section to enter the Social Security information directly from Form SSA-1099.
See State fields in Onvio Tax 1040 for more information.
The application calculates the taxable amount and generates the Taxable Social Security Worksheet based on data entered in this field.
Enter Medicare premiums not entered elsewhere in the application. The amount entered in this field is reported on Schedule A, line 1, Medical and dental expenses by default. If the individual is self-employed, Medicare premiums can be used to figure the self-employed health insurance deduction, in place of deducting the premiums on Schedule A. Use the self-employed activity identification
Form/Schedule
 and
Unit
 fields in the
Other Information
 section in this screen to indicate the individual's self-employed activity. When the
Form/Schedule
 and
Unit
 fields are completed, Medicare premiums are reported on line 1 of the Self-Employed Health Insurance Deduction Worksheet. If Medicare premiums included for SE health deduction purposes are limited by net self-employment earnings, the excess is reported on Schedule A, line 1.
Enter prescription drug (Part D) premiums not entered elsewhere in the application. The amount entered in this field is reported on Schedule A, line 1, Medical and dental expenses by default. If the individual is self-employed, Medicare premiums can be used to figure the self-employed health insurance deduction, in place of deducting the premiums on Schedule A. Use the self-employed activity identification
Form/Schedule
 and
Unit
 fields in the
Other Information
 section in this screen to indicate the individual's self-employed activity. When the
Form/Schedule
 and
Unit
 fields are completed, Medicare premiums are reported on line 1 of the Self-Employed Health Insurance Deduction Worksheet. If Medicare premiums included for SE health deduction purposes are limited by net self-employment earnings, the excess is reported on Schedule A, line 1.
Wisconsin users only:
 Enter state code
WI
 in
State
. A list of Wisconsin-specific state use codes will become available in the State Use field. Select the state use code for proper treatment of insurance premiums.
Code
Description
Treatment
1
Premiums paid while not employed or self-employed: WI
Used to complete the Medical Insurance Worksheet, Worksheet 2 - Others, line 1. Amounts with code
1
 will be multiplied by 33.4%.
2
Employee paid premiums, employer did not contribute: WI
Used to complete the Medical Insurance Worksheet, Worksheet 2 - Others, line 5.
3
Self-employed health insurance premiums: WI
Used to complete the Medical Insurance Worksheet, Worksheet 1 - Self-Employed Persons.
4
Employee paid premiums, employer did not contribute: WI
Used to complete the Medical Insurance Worksheet, Worksheet 2 - Others, line 3.
The amount entered in this field will transfer to the Form 1040, Page 2 line that reports federal income tax withheld from Forms W-2 and 1099.

RRB-1099 Facsimile

Use this section to enter the Social Security information directly from Form RRB-1099.
Enter the net benefits received based on the client's Form RRB-1099 Box 5. The application adds this amount to the Social Security received, calculates the taxable amount, and generates the Taxable Social Security Worksheet based on data entered in this field.
The application reports the amount entered in this field on Schedule A, line 1, Medical and dental expenses by default. If the individual is self-employed, Medicare premiums can be used to figure the self-employed health insurance deduction, in place of deducting the premiums on Schedule A. Use the self-employed activity identification
Form/Schedule
 and
Unit
 fields in the
Other Information
 section in this screen to indicate the individual's self-employed activity. When the
Form/Schedule
 and
Unit
 fields are completed, Medicare premiums are reported on line 1 of the Self-Employed Health Insurance Deduction Worksheet. If Medicare premiums included for SE health deduction purposes are limited by net self-employment earnings, the excess is reported on Schedule A, line 1.

Other Information

Use this field in conjunction with
Box 5 Net benefits for 2023
 and
Net Social Security Equivalent Benefit / Portion of Tier 1 paid in 2023
 fields. The application uses this information to calculate the lump sum Social Security election worksheets in Publication 915.
Following are descriptions of some of the fields in the statement attached to
Lump sum social security benefits
.
  • PY Filing Status:
     Enter the filing status for the year for which the payment was received.
  • Lived Apart:
     Mark this field if the filing status is married filing separate and the taxpayer lived apart from the spouse for the entire year.
  • Year pymt Rec for:
     Enter the four-digit year for which the payment was received.
  • Lump Sum Payment Received:
     Enter the amount of the payment for the earlier year.
  • PY 1099 Box 5:
     Enter the total amount from Box 5 of all Forms SSA-1099 and RRB-1099 for the earlier year.
  • PY AGI:
     Use this field to enter the AGI reported on the tax return for the earlier year.
  • PY Adjustments:
     Enter the total of any exclusions and adjustments claimed in the earlier year for adoption benefits, qualified U.S. savings bond interest, student loan interest, tuition and fees, domestic production activities, foreign earned income or housing, and certain income of bona fide residents of American Samoa or Puerto Rico for years after 1993. For years before 1994, enter only adjustments and exclusions for qualified U.S. savings bond interest, foreign earned income or housing, or certain income of bona fide residents of American Samoa or Puerto Rico.
  • PY Tax Exempt Int:
     Use this field to report any tax-exempt interest received in the earlier year.
  • PY Txbl Benefits:
     Use this field to enter the total amount of taxable benefits reported on the tax return for the earlier year.
  • Reported on RRB:
     Use this field to specify that state withholding is attributable to Tier 1 benefits. If this field is blank, any state withholding is considered withholding attributable to Social Security.
Amounts entered in this field transfer to Schedule A, line 5a, State and local income taxes.
Amounts entered in this field transfer to Schedule A, line 5a, State and local income taxes.
Enter the taxable taxpayer and spouse amount to show on Form 1040, Page 1, line 6b. An amount entered in this field overrides the calculated amount. You can enter
0
 (zero) here. If the taxable amount is forced for either the taxpayer or spouse, the taxable amount needs to be forced on both taxpayer and spouse units of the
SSA-1099
 screen.
Use the
Form/Schedule
 and
Unit
 fields to identify the individual's self-employed activity. When the
Form/Schedule
 and
Unit
 fields are completed, amounts entered in the
Medicare premiums
,
Prescription drug (Part D) premiums
 or
Medicare Premium Total (RRB-1099)
 fields are reported on line 1 of the Self-Employed Health Insurance Deduction Worksheet. If Medicare premiums included for SE health deduction purposes are limited by net self-employment earnings, the excess is reported on Schedule A, line 1.
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