BillM223
Expert Alumni

Retirement tax questions

miltonwiggins and danbecker75

 

Are you both using the CD/download version of TurboTax?

 

If so, have you tried what SteamTrain suggested immediately above, which is using Forms mode to put something into the SSA-1099 dialogue, then go back to step-by-step to see if it will let you in?

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