Retirement tax questions

If you just entered a Form SSA-1099 into TurboTax and you are not seeing the entries, this could be an issue with your internet or browser. 

Try the steps in this help article to check your internet. You can also try using Chrome or Firefox if your current browser isn't working. 

Also see these articles on removing cookies and clearing your cache. Exit and then log back into the program.

If you aren't sure you entered Form SSA-1099 correctly:

1. Open (continue) your return in TurboTax
2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results
3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue
4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided
   • If you received multiple SSA-1099s, add up the amounts for each box and enter them together
   • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon)
5. Select Continue and follow the on-screen instructions

See this article for more details. TurboTax will determine whether your Social Security is taxable based on all of your entries.