Retirement tax questions

It seems broken to have to switch to interview mode to open a form. Broken is not the same as difficult.

 

I'm adding the extra instructions for anyone who also can't find the (missing) SSA-1099 in Turbotax in the future.

0. Click on Step-by-Step to switch to interview mode.

1. Click on Federal Taxes (Personal using Home and Business)
2. Click on Wages and Income (Personal Income using Home and Business)
3. Click on I'll choose what I work on (if shown)
4. Scroll down to Retirement Plans and Social Security
5. On Social Security (SSA-1099, RRB-1099), click the start or update button

6. Click on Forms to go back to Forms view and open the "Social Sec" form which is where you enter SSA-1099 data.

7. If you have more than one SSA-1099 form, add up the numbers and enter them here. (Yes, it would be less error-prone if you could fill out a facsimile of each SSA-1099 but no thanks Turbotax.)

 

Really, when you search for SSA-1099 or RRB-1099 it should pull up the "Social Sec" form.

 

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