Retirement tax questions

If you are experiencing technical difficulties, close out of the program and re-open it. When using TurboTax Online, use a Chrome web browser. To check for updates in TurboTax CD/Download, click on Online in the upper row menu and Check for Updates.

It should allow you to advance. Follow these steps:

• In the Wages & Income tab, scroll down and select Retirement Plans and Social Security and Show More.
• Go to Social Security (SSA-1099, RRB-1099) and select Start/Revisit.
• At Did you receive Social Security or Railroad Retirement benefits in 2020? answer Yes
• Check the Box at the next screen, Tell us about the benefits you received. See the screenshot below for what that screen will look like in TurboTax Online.

For more details, see: Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?