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Retirement tax questions
Yes, you have to enter the amount received in Box 5 on the screen for Social Security.
You don't need to mock-up a 1099-R, only enter the amount of the distribution.
Please enter under
Wages & Income
Retirement Plans and Social Security
Social Security (SSA-1099, RRB-1099)
DO NOT ENTER UNDER
IRA, 401(K), PENSION PLAN WITHDRAWLS (1099-R)
as that screen will cause an error for you.
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March 17, 2025
12:46 PM