Social Security Benefits - Form 1099-SSA Box 3

An amount appearing in Box 3 of IRS Form SSA-1099 Social Security Benefit Statement would not be entered in the TaxAct program in Box 5. Box 5 on the form is the Net Benefits for the current year and has already taken the amount from Box 3 into account.

To enter or review information from Form SSA-1099 (Social Security Benefits) or Form RRB-1099 (Railroad Retirement Board Social Security) in the TaxAct program:

  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.
  3. Continue with the interview process to enter all of the appropriate information.

An example of Form SSA-1099 is available 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.