1040 - Social Security Benefits Worksheet



Where can I find the Social Security Benefits Worksheet? When will this worksheet generate in a return?

Worksheet Wks SSB-1 is generated in a return when you have Social Security benefits entered on screen SSA that are either partially or totally taxable. If the benefits are not taxable, the worksheet is not produced. You can force the worksheet to be produced by going to the PRNT screen inside data entry and checking Produce WK_SSB.

A blank worksheet is also available at Tools > Blank Forms. Select Federal and scroll down in the list of forms to WK_SSB. Click View or Print

For more information about Social Security benefits, see Publication 915