Retirement tax questions

Please clarify it is being entered in the Step-by-Step process.  If not, be sure to use that and follow the steps below.

All SSA-1099 forms get entered in the same place:

1. Open (continue) your return in TurboTax.
2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
4. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
   • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
   • Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
5. Select Continue and follow the on-screen instructions.

If you have additional questions or are unable to enter your form please use the steps below if you choose.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.