JohnW152
Expert Alumni

Retirement tax questions

If one taxpayer – you, for example – has more than one Form SSA-1099, you should add up the amounts for each box from each form when making entries into the TurboTax program.

Don’t combine your entries and your spouse’s.

If this isn’t helpful, perhaps try deleting both of your SSA-1099s and starting over again.

To delete Form SSA-1099 in TurboTax Online, open your return in TurboTax and: 

  1. If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, with Personal Info, Income & Expenses, etc. beneath, and none of those are open, click the dropdown next to any of the categories, then click the Review/Edit or Pick up where you left off button.  Otherwise,

  2. In the left pane, select Tax Tools

  3. Then, under that, select Tools

  4. In the Tool Center pop-up, select Delete a form

  5. Select Delete next to Form SSA-1099 in the list and follow the onscreen instructions.

@peteralexus