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Retirement tax questions
If you are trying to enter your Social Security benefits, then you will not need to enter an EIN or Federal ID number. You will only be asked to enter the information on your Form SSA-1099. Go to Wages and Income > Retirement Plans and Social Security and be sure to click Start or Update beside Social Security (SSA-1099, RRB-1099) to enter Social Security income.
If you are trying to enter information reported on Form 1099-R for a retirement plan distribution, then you will be asked to enter the EIN or Federal ID number.
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‎April 10, 2025
7:40 AM