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Retirement tax questions
To enter Social Security:
- Type ssa-1099 in Search in the upper right
- Select Jump to ssa-1099
- Say YES to Did you receive Social Security or Railroad Retirement benefits in 2020?
- Check the box "Social Security benefits (Form SSA-1099)"
- Enter the your information
To add Form 1099-R:
- Type 1099-R in Search in the upper right
- Select Jump to 1099-R
- Say YES to Did you get a 1099-R in 2020?
- Import your 1099-R. If you can't import, select "Change how I enter my form"
- Choose "Type it in myself"
- Select "Financial Institution or other provider (1099-R)"
- Enter your 1099-R information
May 20, 2021
9:15 PM
212 Views