Retirement tax questions

To post an SSA-1099 

Log into TurboTax

1. Under Federal
2. Select Wages & Income
3. Scroll to Retirement Plans and Social Security
4. and select Social Security (SSA-1099, RRB-1099)
5. On the screen Let's import your tax info
   1. Change how I enter my form
6. On screen How would you like to upload your 1099-R?
   1. Type it myself
7. Enter your Broker or plan administrator information.
8. Follow the interview.

Please contact us again with any additional questions.