DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter the 1099-R:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”

 

Please follow these steps to enter your SSA-1099:

  1. Click on "Search" on the top right and type “Social security income”
  2. Click on “Jump to Social security income”
  3. Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue”

 

Please see Is my Social Security income taxable? for additional information.

 

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