_Gizmo_
New Member

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.

...

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

 

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