1040-US: Form SSA-1099 data entry

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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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