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Retirement tax questions
See if the SSA-1099 appears in your list of forms. If it does, delete it and reenter the information.
If you want to delete an individual form, please follow these instructions:
TurboTax Online
- While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).
- In the Tools Center, under Other helpful links click on Delete a form.
- Click Delete next to the form you want to delete and follow the onscreen instructions.
- Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).
TurboTax CD/Download
- Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
- In the Forms in My Return list on the left, click on the form you wish to open and delete.
- Click on the Delete Form box at the bottom of the screen.
- To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
If you are still experiencing difficulty, you can call TurboTax and speak with an agent. TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used. So that we can direct your call to the best person/department to help you:
- Click on this link: https://support.turbotax.intuit.com/contact/
- Select your TurboTax platform.
- Ask your question / state your problem. Do NOT use the word "refund' or you will get a phone number for tax refunds.
- Click Submit.
- On the next screen, choose the Call option and follow the instructions. You will be given the approximate wait time.
You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.
February 10, 2021
6:46 AM