Retirement tax questions


@CWD wrote:

I followed your steps and have the SSA-1099 information questionnaire on the screen but there is no place to enter the Voluntary Federal Income Tax withheld (Box 6) information. Shall I enter it elsewhere?


There is most certainly a box 6 on the page to enter federal taxes withheld from your Form SSA-1099 if you are entering the form in the correct section of the program.

 

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Social Security 2.JPG