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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)
‎June 3, 2019
10:29 AM