Retirement tax questions


@maciassk wrote:

This is not what my screen looks like.  I did make the choices you indicated (SSA-1099) but when I tried to efile the program returned to the Social Security entry screen with highlighted blanks indicated for the TIN & the address.  The instructions were/are that these blanks needed to be filled in before I could efile, other option was to mail original.  Something is missing but I'm not able to figure it out.  Should I try to file on the IRS site?

 


Sounds like you entered the SSA-1099 as a Form 1099-R because there is not a TIN or an address to enter for the SSA-1099

Delete the Form 1099-R

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

 

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