KrisD15
Expert Alumni

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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