Retirement tax questions


@travelusa777 wrote:

I can’t find the payer’s Federal ID number for Social Security 


There is no payer ID for Social Security benefits received.  You are in the wrong section of the program to enter the SSA-1099.  Social Security benefits are not entered in the W-2 section or the Form 1099-R section for retirement income.

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099