djaNH
Returning Member

Retirement tax questions

Agreed with your solution! It is inexplicable why Intuit has not fixed this problem - $60.00 for software that they just don't seem to care to correct.

 

After importing my 2023 TurboTax return into 2024, there was no way to update SSA-1099 - clicking update just brought you back to the same place. I went into the Forms view and selected Social Sec and double-clicked on each of the yellow (user entry fields) in the Social Security Benefits Worksheet and deleted any of the supporting details that were carried over from 2023. I also noticed that the Railroad Retirement benefits button at the top of the form was checked when the worksheet first opened; be sure to uncheck this if it doesn't apply to you! I then went back to the Step-by-Step view and clicked the update button and the walk through worked as it should have the first time! 

 

It also appears that you can no longer add supporting details in the walk-through entries; that's probably where the hang up initiated. Glad for a work around but Intuit should fix it, they owe it to their customers!