Retirement tax questions


@ken70 wrote:

I was not prompted nor can I add SSA-1099-SM for my wife. 


If you are filing as  Married Filing Jointly then both of your names are shown for entering the amounts from box 5 of each SSA-1099 received.

 

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