You will enter your SSA-1099 using the following instructions:
- On the Tax Timeline, navigate to "Federal Taxes".
- Select "Wages and Income" on the second menu bar.
- Click "Check for more income" then select "Skip to see all income".
- Scroll down to the "Retirement Plans and Social Security" section and click "Show more" to expand the list.
- Click “Start” (or Revisit) next to "Social Security (SSA-1099, RRB-1099)".
For Retirement, you should have received Form 1099-R.
To enter Form 1099-R, please see the instructions below:
- On the Tax Timeline, select "Federal Taxes"
- Select "Wages and Income" on the second menu bar.
- Select "Check for more income" button, then select "Skip to see all income".
- Click "Show More" under the Retirement Plans and Social Security income section to see the full listing.
- Select "Start" next to "IRA, 401(k), Pension Plan Withdrawals" to begin entering the 1099-R form.
