AamilD
Expert Alumni

Retirement tax questions

Please follow the steps below to add SSA-1099:

  1. Click on Tax Home from Left Side Menu
  2. Click on Wages & Income from the main screen
  3. 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.
  4. You will then be able to enter the information accordingly.