Retirement tax questions

@b43j46 If you are using the TurboTax Premier desktop edition for Windows, try this procedure -

 

Save your tax return and close the TurboTax program

Right click on the TurboTax icon

Click on Properties

Click on the Compatibility tab

Check the box Run this program as an administrator

Click on Apply and OK

Start the TurboTax program and see if the problem persists

 

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