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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