New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
You can enter this form information using the UltraTax CS Source Data Entry utility. Otherwise, use the table below to enter form information on the appropriate input screens.
Form field | Folder > Screen | Field | Statement column |
---|---|---|---|
Box 1 - Name | Retirement > SSA-1099 | Recipient's name | N/A |
Box 2 - Beneficiary's SSN | Retirement > SSA-1099 | TIN | N/A |
Box 3 - Benefits paid in 2022 | Retirement > SSA-1099 | Box 3 Benefits paid in 2022 | N/A |
Box 4 - Benefits repaid to SSA in 2022 | Retirement > SSA-1099 | Box 4 Benefits repaid to SSA in 2022 | N/A |
Box 5 - Net benefits for 2022 | Retirement > SSA-1099 | Box 5 Net benefits for 2022 | N/A |
Description of amount in box 3 - Code 1, Medicare premiums | Retirement > SSA-1099 | Medicare premiums | N/A |
Description of amount in box 3 - Code 2, Benefits paid for 2021 | Retirement > SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received |
Description of amount in box 3 - Code 3, Benefits paid for 2012 | Retirement > SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received |
Description of amount in box 3 - Code 4, Benefits paid for years prior to 2012 | Retirement > SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received |
Box 6 - Voluntary Federal Income Tax Withholding | Retirement > SSA-1099 | Box 6 Voluntary Federal Income Tax Withheld | N/A |
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