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Social Security Disability & SSI Benefits - TaxAct
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Reporting Social Security Benefits in TaxAct

Social Security benefits include monthly retirement, survivor, and disability payments, and they are reported to you on Form SSA-1099. A portion of these benefits may be taxable depending on your income level, and TaxAct will calculate this using the Taxable Social Security Benefits Worksheet.

Note: Supplemental Security Income (SSI) is not taxable and should not be reported on your tax return.

For more detailed information, go to IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits for more information.

How to Enter Social Security Benefits in TaxAct:

  1. From within your TaxAct return, click Federal. On smaller devices, tap the menu in the top-left corner, then select Federal.
  2. Click the Social Security Benefits dropdown.
  3. Continue through the interview process to enter the details from your Form SSA-1099.

Note: All links in this guide are automatically updated each year to reflect the latest IRS forms and publications.