Form Ssa-1099 Distributions
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1
2Form SSA-1099 Distributions
Enter amount from Box 5 of Form
SSA-1099 or enter from Form
RRB-1099 - Tier 1 (Blue form)
Social Security Equivalent Benefits
(SSEB)
Be sure to check for any tax
withheld. Often taxpayers choose
this option.
Enter the total of Medicare Parts A,
B, C, and D. Repeat for spouse.
If an amount is present in the description of Box 3
on Form SSA-1099, the taxpayer received benefits
attributable to a prior year. Consider using the
Lump-Sum worksheet to see if the taxable amount
of social security is reduced.
If Lump-Sum calculation is needed, click here.
Taxpayer will need to provide prior year tax returns.
D-25
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