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Retirement tax questions
Please follow the steps below to add SSA-1099:
- Click on Tax Home from Left Side Menu
- Click on Wages & Income from the main screen
- Scroll Down till you see the section titled "Retirement Plans and Social Security". Within this section, there will be an option for "Social Security (SSA-1099, RRB-1099)". Click on Start/Revisit next to it.
- You will then be able to enter the information accordingly.
March 21, 2022
10:18 AM