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Retirement tax questions
Thanks for trying to help me here. I DID initially try the SCAN feature, using my phone to take the picture, which automatically uploaded the picture to TurboTax's interpreting engine. It told me it was unable to process it, presumably implying that it didn't capture any of the numbers from the SSA-1099-SM form. It DID retain the picture for some reason. As I continued working in the ONLINE Do-it-Yourself Premium version, and it began reporting a running total of what my tax liability/refund was, I tried drilling down to see the numbers it was using (from my W-2, other 1099-s, etc.) and it didn't contain any indication that it had my Social Security values.
I then tried to find ways to enter the values manually - and found a "Revisit" rather than "Edit" (or maybe it says "UPDATE") next to the Soc Security field. Clicking on Revisit simply took me back to Revisit. A horrible, useless loop!
I then resorted to downloading the Desktop Version of the product, which is the version I've used in all prior years - so I had had pretty good experience with THAT interface. I found the area for entering Social Security by hand - in the Step-by-Step process - and it didn't permit me to input anything there either! Something to do with a Canadian Pension Fund question. Anyway, I ended up going to the Forms view, requested the SSA-1099 form - and it brought up a two column worksheet (one column for my values and one for my spouse's values). I was able to put my numbers into that form, and the taxes seem to have been computed correctly now.