BrittanyS
Expert Alumni

Retirement tax questions

Although I have yet to be able to duplicate TurboTax not letting you re-enter your Social Security information, if you are having the issue, you can follow these steps.  If using TurboTax Desktop:

  1. Click Forms in the Right-Hand Corner
  2. Click Social Sec
  3. Enter the additional information needed
  4. Click Step-by-Step in the right-hand corner

If using TurboTax Online, you will need to delete the form and then go back to enter Social Security again.  To do this, follow these steps:

 

  1. Click Tax Tools
  2. Click Tools
  3. Click Delete A Form
  4. Select Delete, Social Security Benefits Worksheet
  5. Continue With My Return
  6. Click Wage and Income
  7. Scroll down to Retirement and Social Security, Click Show More
  8. Click Start next to Social Security (SSA-1099, RRB-1099)

@ramchitra 

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