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Retirement tax questions
AnnetteB6 gave good directions with one discrepancy
Start at Wages & Income
- If you haven't entered any Social Security it will show
- Scroll to and select Retirement Plans and Social Security
- The next step from above or If you've started it will show
- Social Security (SSA-1099, RRB-1099)
- In the Online TurboTax the Social Security (SSA-1099, RRB-1099) tab can say [Edit] [Add/Edit] or [Start]
- Select the one next to the Social Security option
- Continue through the interview
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‎February 24, 2025
11:06 AM