SSA 1099 Form not in Step-By-Step

Forum|Forum|3 years ago
January 17, 2023
10 replies
40 views

As I'm going through the Step-By-Step questions and get to the SSA 1099 area, no form pops up. I can go to Forms and input the info manually, but this is not helpful to those who like to be walked through all the questions. Must be a software bug that needs fixing...please help fix this problem.

xmasbaby0

Level 15

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

JohnB5677

Level 15

If you are referring to Step-By-Step it suggests that you're in the Desktop version of TurboTax.

If you select Federal Taxes

Wages & Income
I'll choose what I work on
Scroll down to Retirement Plans and Social Security
Select Social Security (SSA-1099, RRB-1099)
Did you receive Social Security or Railroad retirement benefits - Yes
Your information will be posted on this page

When you go to the FORMS mode you will see what you posted on a FORM labeled Social Sec

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rogergreen63Author

Level 2

When I click on the SSA button to enter info no form comes up, it won’t go to the next section. The software has a bug that needs to be fixed.

dwhitsr6zeh

Level 2

Desktop Deluxe SSA-1099 form does not appear in Step by Step, just presented with blank screen. When I go back to "Wages and Income" it skips to next section. When I choose "I'll choose what to work on" and then try to update "Social Security ..........." I get the same blank screen. When I switch to "Forms" nothing is shown for SSA-1099 only the "Social Security" worksheet.

MichaelG81

Level 7

Yes, step by step mode works, including forms mode for the SSA-1099. I am using TurboTax Home and Business, and TurboTax Basic software. Under both I tried to enter a 1099-SSA and the form pops up in the step by step mode, asking if you received these benefits. After clicking yes on both programs, it lead me to Box 5 Net Benefits and other boxes. Please click online at the upper left hand corner and then select check for updates. For Mac users go to TurboTax at upper left hand corner and check for updates.

You could also use the search tool and search for "1099-ssa", click the jump to link in blue and it should take you directly to the form.

In TurboTax Online Basic it is also working just for your information, the form pops up. Try the search tool for sure. Please let me know if this works or give me a thumbs up.

If none (updates), save your return close TurboTax and reopen TurboTax, then open your return.

@rogergreen63

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