Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
To enter or review information from Form SSA-1099, Social Security Benefit Statement, or Form RRB-1099, Railroad Retirement Board Social Security, follow the steps below.
Online
Dashboard
- From within your TaxAct return, click Income.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
- Click the Retirement & Social Security drop-down.
- Click Add beside Social Security Benefits (From SSA-1099 or RRB-1099).
- Complete the rest of the interview process.
Classic
- From within your TaxAct return, click Federal.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
- Click Social Security Benefits (SSA).
- Complete the rest of the interview process.
Desktop
- From within your TaxAct return, click Federal.
- Click Social Security Benefits (SSA).
- Complete the rest of the interview process.
For more information, see the Explanation of Form RRB 1099 Tax Statement and IRS Publication 915.