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Retirement tax questions

Regarding your 1099-R, YES, if your 1099-R is available through our partner program, TurboTax can import that form. If it isn't available, you’ll have to manually enter your 1099-R information in TurboTax. This can happen if your bank/brokerage is not a partner, or if they did not make your form available for import this year.  If you are unable to import, you will need to contact your plan administrator, bank, or broker and ask them to send you a copy.

SSA-1099 forms are not available for import with the Turbo Tax program. However, you should be able to visit the ssa.gov website to get a replacement form. You will need to sign into your my Social Security account or create a login if you don't already have one. Once you are logged in to your account, select the Replacement Documents tab.  If you cannot find the SSA1099 that would have been mailed to you in January, you could visit your nearest Social Security office to request one in person, which would be faster