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Social security benefits include monthly retirement, survivor, and disability benefits. These benefits should be reported on Form SSA-1099. You have to report this amount on your tax return, as a portion of this may be calculated as taxable on the Taxable Social Security Benefits Worksheet.

Supplemental security income (SSI) payments are NOT taxable, and thus do not need to be reported on your tax return.

See IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits for more information.

To enter social security benefits in TaxAct®:

  1. From within your TaxAct return (Online or Desktop) click on the Federal tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click Social Security Benefits
  3. The program will proceed with the interview questions for you to enter your benefit information

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