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If you are asking if you can report Social Security income in TurboTax, yes - here are the steps to enter it:   All SSA-1099 forms get entered in the same place:   Navigate to the Social Security benefits section: TurboTax Online/Mobile: Go to the Social Security benefits screen under Wages & Income. TurboTax Desktop: Search for Social Security benefits and then select the Jump to link or, Go to Federal Taxes. Go to Wages & Income. If asked, How do you want to enter your income?, select I'll choose what I work on. Under Retirement Plans and Social Security, select Start or Update next to Social Security (SSA-1099, RRB-1099) On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue. On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided. If you received multiple SSA-1099s, add up the amounts for each box and enter them together. Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon). Select Continue and follow the onscreen instructions. See this help article for more information.   If you have questions about the benefits themselves, go to the Social Security website. 

Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/filing/wheres-my-amended-return

If your TurboTax Filing Instructions don't show the payment date, the federal tax is generally withdrawn on April 15, 2026, by default.  Part V of the Federal Information Worksheet in your downloaded return PDF shows the scheduled debit date.   @taxdeduct2017 

 If your parents filed first and your return is being rejected, you should be able to go to MY INFO, click your name and go through the screens to the question that asks if you can be claimed as someone else's dependent.   Change your answer and say YES, then try to re-file.   If you are still unable to e-file, then file it by mail.   Print, sign and date your return in ink, and mail it.  When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.     @hockey-aiden19

Thank you for confirming that AL does not tax the rollover!  Also, thank you for pointing out the AL 529 deduction!  I have that entered in!    I am still having an issue of TurboTax putting the transfer on Form 40, Part I, line 6f "Taxable distributions from non-Alabama Plan (Form 1099Q)." The amount being put onto that line is the Total transfer minus the basis (i.e., total gain).     I looked for a credit that would cancel it out, but I don't see any credits getting applied.  There is the adjustment to income of $10k due to the AL 529 contribution deduction.  But that's all I see.   Since this should not be taxable, how do I make TurboTax stop putting it on the taxable line?     Thanks!

@jmtmomo3 A state return cannot be e-filed unless the federal return has been successfully e-filed.  If you file federal by mail you will also have to mail the state return.  When you use online TurboTax the fee is the same whether you e-file or file by mail.   

I believe you are confusing the two concepts: There is a deemed gain at the S corporation level when distributing property.  This is an S corporation level gain that is passed out to you the shareholder. This gain increases your basis since it is being passed out as ordinary income. So no double tax

when you enter its tax basis,  it will be the FMV on the date of death + the cost of subsequent improvements. There's no requirement to split these out, so you can enter as a single number.  Is there something that is preventing you from doing this, is so please advise.