JillS56
Expert Alumni

Retirement tax questions

Before we assume it is a bug in the program let's try the steps below:

 

  1. Delete any reference to the SSA-1099 and then close out of TurboTax, close the browser window and then open a new browser window.
  2. After you get back into TurboTax, go to the Federal section; click on Income and Expenses;
  3. Scroll down to Retirement Plans and Social Security and then click on the dropdown arrow and
  4. Select Social Security (SSA-1099, RRB-1099) and 
  5. Enter your SSA-1099.

 If simply signing out and opening a new browser window does not work.   Shut down your computer and then restart and then go back into TurboTax and follow the steps above.

 

@FederalInquirer    [EDITED  3/8/2022  4:41 PM PST]