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Retirement tax questions
The online version doesn't bring up anything other than 'revisit' - and clicking on it simply brings back another 'revisit' - a useless loop. I decided to switch to the desktop version, assuming that entering the SSA-1099-SM would be simple there...but it still was a problem in the line-by-line prompt mode. It never gave me an opportunity to enter the data that way. I finally succeeded by going to view FORMS - and requesting the SSA-1099 form - which actually brought up something more like a 'worksheet'. I was able to type in the few numbers that the form contains (income, medicare part B amounts for self and spouse) that way. All looks ok...except I don't know if Turbotax was able to compute correctly what portion of the SSN payments were going to be taxable. I'm just gonna have to trust that it did get SOMETHING right! (I'm kinda shocked that this glaring bug exists in the software - and I got the impression that it isn't just the 2025 year version that had this problem.)