Retirement tax questions

An SSA1099 cannot be imported.  You have to get the SSA1099 from Social Security and key it in manually.

 

  Go to www.ssa.gov  You have to create an account with a user name and password.

https://www.ssa.gov/myaccount/replacement-SSA-1099.html

https://www.ssa.gov/onlineservices/

https://www.ssa.gov/myaccount/

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

Next year----watch your mailbox-----Social Security mails out SSA1099's in January.

 

For your 1099R---you might be able to import it from the financial institution if they are partnered with TT to allow importing to TurboTax.   If they are not, then get it from their website and key it in.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**