No, the forms are different. The Form 1099-R may have been inadvertently added to the tax return. Please take the steps below to delete the Form 1099-R.
- Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
- In the left side bar, select Tax Tools> Tools.
- In the pop-up window Tool Center, choose Delete a form.
- Select Delete next Form 1099-R and follow the onscreen instructions.
Once you have deleted the 1099-R, please follow the steps below to enter the Form SSA-1099sm:
Sign into your Online account and select Take me to my return
2. Select Federal in the left side panel.
3. Next select Income & Expenses at the top.
4. Scroll down to Retirement Plans and Social Security
5. Select Start/Revisit next to Social Security (SSA-1099, RRB-1099)
6. Follow the onscreen instructions to enter the form.
