Vanessa A
Expert Alumni

Retirement tax questions

What type of income do you have?  The SSA-1099 is for social security benefits. The 1099-SA is for 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA.

 

IF you are trying to enter social security benefits, then you would enter in the retirement section under the social security where it says SSA-1099.

 

If you are trying to enter other retirement benefits such as a Pension or 401K withdraw, you would enter this in the retirement section where it says 1099-R Pension, 401K's, etc.

 

Whichever form you have in hand, look for that form on the list or use the jump to feature in the search bar.  To do this type in your form name and hit search, then click Jump To.

 

 

 

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