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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 Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Social Security Benefits in the Federal Quick Q&A Topics menu, then continue with the interview process to enter all of the appropriate information.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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