- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Don't know why Intuit hasn't fixed this yet, but this was my workaround...
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!