Intake and Interview - aarpca2.org

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1Social Security and Railroad Retirement EquivalentForm 1040 Line 22Pub 4491 Part 3 Lesson 15Pub 4012 Page D 25Intake and InterviewNTTC Training TY201722Form SSA-1099NTTC Training TY20173Social Security Income in TaxSlayerNTTC Training TY20174 In Federal Section, select IRA/Pension Distributions (1099R-SSA-1099) from Income list. Then select SSA-1099 * Enter data for bothTaxpayer and Spouse Check for Federal withholding Add Medicare payments and enter on Medicare line, it will carry automatically to Schedule A*Can go directly to SSA-1099 input screen by using Quick Files, Taxpayer Profiles, Enter form or 1040 View3Add SS Income To TaxSlayerNTTC Training TY20175NTTC Training TY20176Lump-Sum Social Security Benefits paid may include lump-sum payments for prior years Prior year amounts will show in DESCRIPTION block of form SSA-1099 All must be included in the current return Compare whether refund/tax ow

1 Social Security and Railroad Retirement Equivalent Form 1040 –Line 22 Pub 4491 –Part 3 –Lesson 15 Pub 4012 –Page D –25 Intake and Interview

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