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Retirement tax questions
Your Form SSA-1099-R-OP1 would be reported in the same location as all social security benefits. This screen is only for benefits received in 2019. (There is another section that allows you to enter a lump sum received in a prior year.) Please see the steps and screenshot below:
- Log into TurboTax and click on any topic to continue.
- Click on Federal from the menu on the left-hand side and then click on Wages & Income at the top.
- Scroll down to Retirement Plans and Social Security, click "Show More" and then click on "Start" to the right of Social Security (SSA-1099, RRB-1099.)
- Enter the amounts from your form(s) where indicated. If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
Please see this TurboTax Help Article for more information.
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‎February 18, 2020
1:03 PM