DawnC
Expert Alumni

Retirement tax questions

An SSA-1099 gets entered under Social Security Income.   A 1099-R gets entered under IRA, 401(k), Pension Plan Withdrawals Income.   There are two different places to enter your form depending on what type of form it is.  It is either a SSA-1099 OR a 1099-R.  Make sure you are in the right spot and be sure to delete the erroneous entry if you started in the wrong place.  @jea217

 

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