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New Member
posted Jun 6, 2019 10:15:54 AM

Can TurboTax help me obtain my SS benefits for 2017 and the Fidelity MRD for 2017?

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1 Best answer
Expert Alumni
Jun 6, 2019 10:15:56 AM

You cannot import a Form SSA-1099, Social Security Benefits Statement. To get a copy from the Social Security Administration, please see How can I get a Form SSA-1099/1042S Benefit Statement?

Regarding the Form 1099-R that reports your required minimum distribution (RMD) from your retirement account, you have two options. You may either contact Fidelity and request a copy or you may import the form into TurboTax if you have an online account with Fidelity. Please see the FAQ below for import instructions.


How do I import my 1099?   
https://ttlc.intuit.com/replies/3389470

1 Replies
Expert Alumni
Jun 6, 2019 10:15:56 AM

You cannot import a Form SSA-1099, Social Security Benefits Statement. To get a copy from the Social Security Administration, please see How can I get a Form SSA-1099/1042S Benefit Statement?

Regarding the Form 1099-R that reports your required minimum distribution (RMD) from your retirement account, you have two options. You may either contact Fidelity and request a copy or you may import the form into TurboTax if you have an online account with Fidelity. Please see the FAQ below for import instructions.


How do I import my 1099?   
https://ttlc.intuit.com/replies/3389470