Retirement tax questions

When in Forms mode, delete the Social Security Benefits Worksheet.  Then go back to the interview and enter the SSA-1099 again.  If you are filing as Married Filing Jointly and you both received a SSA-1099, then on the screen asking if you lived in any of the countries listed, make sure that you answer NO for each of you.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

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