Retirement tax questions

DoninGA · ‎January 12, 2023

@mojo1880 wrote:

I am have the same problem for 2023 in desktop TX Home and Business. I have deleted the 1st SS and reentered and still can't add the spouse's SSA-1099

HELP

Since you are using the desktop editions and if you are filing as Married Filing Jointly then you enter SS benefits from box 5 of your SSA-1099 in the column for your name and your spouse's benefits from box 5 of their SSA-1099 in the column for their name.

Otherwise click on Forms and then open the Social Sec worksheet on the left side of the Form screen. Enter the amounts in the Social Security Benefits Worksheet.