Retirement tax questions

Save your tax return.  Close the TurboTax program.

If you are using the TurboTax desktop program for Windows, right click on the TurboTax icon.  Click on Run as Administrator

Start the TurboTax program

 

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