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Retirement tax questions
If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.
Get out of that form (probably a 1099-R) and delete it from your file.
Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 9, 2024
4:36 AM