ddaven12
New Member

Retirement tax questions

Here are the steps to enter the SSA-1099 in TurboTax Online:

  • Sign into your Online account
  • Click the orange button that says "Take me to my return."
  • Go to Federal Taxes
  • Next click on Wages and Income
  • Scroll down to Retirement Plans and Social Security and click "show more"(if applicabe)
  • Next click Start/Revisit next to Social Security (SSA-1099, RBR-1099)

Please follow the steps below to enter the SSA-1099 in the TurboTax CD/Download software:

  • Go to Federal Taxes (Personal in Home & Business)
  • Next go to Wages & Income or (Personal Income in Home & Business).
  • Select I'll choose what I work on 
  • Scroll down to Retirement Plans and Social Security
  • Click on the Start/Revisit button next to Social Security (SSA-1099, RBR-1099)