The first screen shot is what you should see if you follow these steps for a Form 1099-R and there already has been a Form 1099-R entered. You do not see that screen?
- 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
The second screenshot is what you should see when you follow these steps for a SSA-1099 after selecting Yes for Did You Receive Any Social Security Benefits?
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
Do you see that screen?
