MarilynG1
Expert Alumni

Retirement tax questions

You may need to delete the 1099-SSA and re-enter it.

 

In the desktop/CD version, click on FORMS and search for 1099-SSA in the left column list of forms.  When the form displays, click on DELETE at the bottom.

 

In TurboTax Online, click on Income & Expenses at the top.  In the list of Income topics, scroll down to Social Security.  If last year's amount is shown, click on START/REVIEW and use the Trash Can icon to delete it.  

 

After selecting 'Yes' to 'Did you receive benefits in 2021?' on the next screen you should get a form to enter the data from your 1099-SSA on 'Tell us about the benefits you received.

 

Click this link for more details on How to Enter Social Security Benefits (SSA-1099).

 

 

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