Intake and Interview - aarpca2.org

1 Social security and Railroad Retirement EquivalentForm 1040 Line 22 Pub 4491 Part 3 Lesson 15 Pub 4012 Page D 25 Intake and InterviewNTTC Training TY201722 Form SSA-1099 NTTC Training TY20173 Social 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 View3 Add SS Income To TaxSlayerNTTC Training TY20175 NTTC Training TY20176 Lump-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 owed changes when all entered for current year versus allocating appropriate amounts to prior year(s) 4 SSA -1099 Lump Sum Distribution NTTC Training TY20177 Sample SSA-1099 Lump-Sum DistributionNTTC Training TY20178 Start With SSA-1099 Input Screen Enter entire amount on current year input screen.

9 Foreign Old Age Payments 17 NTTC Training –TY2017 Canada Pension Plan, Quebec Pension Plan and Old Age Security from Canada and Germany − By treaty are added to/treated like U.S. Social Security (Pub 915 ) − Taxpayer must have converted amount into US dollars (bank statement shows) Other countries and pensions from all countries (other than above) out-of-scope

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