To post your Social Security Information, follow these steps:
To post your SSA-1099
If this is the first time entering investments
- Select Wages & Income
- Scroll to Social Security (SSA-1099, RRB-1099) [Add/Edit]
- Did you receive Social Security or Railroad Retirement benefits in 2024? [Yes]
- Tell us about the benefits you received [] Social Security, [] Railroad Retirement
- The screen to post the information will appear.
- If applicable it will include your spouse.
- Post your information
If you entered a SSN 1099 previously
- Select Wages & Income
- Scroll to Social Security (SSA-1099, RRB-1099) [Edit]
- This will bring you directly to the input screen.
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