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Retirement tax questions
If you are filing a Joint return then the SS entry screen will have 2 columns for each of you. Maybe you have to go back to My Info or Personal Info and check if you picked Married and filing together.
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes (Personal for Home&Business)
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
‎April 12, 2025
2:41 PM