Retirement tax questions


@clarkjohnpayne wrote:

My Turbotax 2023 software requires a TIN for social Security information.  I do not have a TIN on the 1099-R sent to me from SSA.  Please override the requirement to add the TIN for both John C Payne and Carol J Payne


You are trying to enter the SSA-1099 in the wrong section of the TurboTax program -

 

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