Retirement tax questions


@Barton2281951 wrote:

The TurboTax system has a glitch that is preventing me from uploading my social security information. I have called twice and been disconnected because I would not pay $90. This is extremely poor service. Why should I pay fir a TurboTax issue?


The Social Security Form SSA-1099 cannot be imported into the TurboTax program.

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099