DanaB27
Expert Alumni

Tax help for military filers

If an 1099-R got carried over from the last year that does no longer apply then please delete the Form 1099-R like this:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Delete the 1099-R

 

To enter Social Security income please follow these steps:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “Social security income”
  3. Click on “Jump to Social security income”
  4. Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue”

 

Please see Is my Social Security income taxable? for additional information.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"