MonikaK1
Expert Alumni

Retirement tax questions

Other users who experienced this issue found that the following workarounds resolved it:

 

 - If you transferred 2023 Social Security information to your 2024 return, try deleting the Social Security form that transferred over. Look for Social Sec in the list of Forms in Forms Mode, open it and click on Delete Form at the bottom. 

 

- If you have a supporting details entry for Box 5 of Line A. I had listed the 2 different payment amounts from sums on the details.  I removed the supporting details sheet and went back to the Step by Step and the interview process went forward as normal.  

 

I have been able to enter Social Security in step-by-step on my Mac where I don't have a prior year transfer with Social Security.

 

I have reported the issue for further investigation.

 

@Allan P

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