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 | Field | |
|---|---|---|
Box 1 - Name | Code the screen unit to T or S to indicate if the Beneficiary is the Taxpayer or the Spouse. | |
Box 2 - Beneficiary's SSN | The application uses the SSN from the General screen when you select T or S. | |
Box 3 - Benefits paid in 2025 | Box 3 Benefits paid in 2025 | |
Box 4 - Benefits repaid to SSA in 2025 | Box 4 Benefits repaid to SSA in 2025 | |
Box 5 - Net benefits for 2025 | Box 5 Net benefits for 2025 | |
Description of amount in box 3 - Medicare premiums | Medicare premiums | |
Description of amount in box 3 - Prescription drug (Part D) premiums | Prescription drug (Part D) premiums | |
Description of amount in box 3 - State use | State use | |
Box 6 - Voluntary Federal Income Tax Withholding | Box 6 Voluntary Federal Income Tax Withheld |
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