Get your taxes done using TurboTax
SS? a 1099-R doesn't have anything to do with Social Security.
IF you are attempting to enter your SSA-1099 from Social Security...you are using the wrong software form.
The SSA-1099 is in a different menu selection, just below the regular 1099-R form menu selection.
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BUT...if you are entering an actual 1099-R (pension, 401k/TSP, but not an IRA) with box 2a somewhat lower due to some after-tax contributions your made....then you do answer YES to that follow-up question....then the box 2a value is used in spite of what the text actually implies.
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Like I said, we really want the software folks to change the question to be what they used in prior years so that they stop misleading people to selecting the wrong answer
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Last year (for 2024 taxes) the question was:
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This year (for 2025 taxes), they totally messed it up and needs to be changed:
