JamesG1
Employee Tax Expert

Retirement tax questions

Return to Social Security to review your input.  Follow these directions: 

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Scroll down to Retirement plans and Social Security, click the down arrow to the right.
  • Click on Start/Revisit to the right of Social Security (SSA-1099).
  • At the screen Tell us about the benefits you received, enter the information as it is printed on the form.
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