Retirement tax questions

If you have a 1099R the TIN  or Payer ID is typically very close to the payer's name on the tax document.  Are you sure you have a 1099R?   If you have a SSA1099 for Social Security there will not be a TIN.

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**