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Retirement tax questions
if you have filed the 2022 tax return it cannot be retrieved or changed. You have to wait for the IRS to either accept or reject the tax return.
If rejected then you can make your changes and e-file again.
To enter Social Security benefits reported on form SSA-1099
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
If the IRS accepts the tax return then you have to wait for the IRS to issue the federal refund or if taxes were owed for the taxes to be paid and processed.
Then you will have to amend the tax return that was filed to add the SSA-1099.
See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...