AnnetteB6
Expert Alumni

Retirement tax questions

If you are having an issue entering your Social Security benefits because there is not a payer ID, then you are not entering the information in the right place.  Once everything is entered in the correct section, there should be no problem with e-filing your return.

 

Use the following steps to enter your Social Security benefits:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “social security income” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to social security income
  • Click on the blue “Jump to social security income” link and enter your information

 

@Helmut414

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