Retirement tax questions

If it’s asking for the EIN you are in the wrong place.  You don’t enter Social Security SSA-1099 under 1099R.  It has its own place.  So delete it and enter it here…..

 

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

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