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To enter or review information from Form SSA-1099 Social Security Benefit Statement or Form RRB-1099 Railroad Retirement Board Social Security:

  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.

For more information on these forms and social security benefits in general, see the Explanation of Form RRB 1099 Tax Statement or an example of Form SSA-1099 in IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits, on page 20.

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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