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mkekaren
New Member

CSR 1099 R

I started to received social security disability this year. I entered the information from my 1099 SA. When doing the error check it is asking for a payee address and recipient address. IS that the address of social security and my address? I did not have a distribution from my retirement account nor did my wife. 

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3 Replies
dmertz
Level 15

CSR 1099 R

Form 1099-SA is from an HSA.  CSR 1099-R is from OPM.  Neither of these is a SSA-1099 reporting Social Security benefits.  A Form 1099-SA must have the HSA administrator shown as the payer.

mkekaren
New Member

CSR 1099 R

Thanks - I miss spoke I got a SSA 1099

dmertz
Level 15

CSR 1099 R

No payer address is needed for a SSA-1099, nor does TurboTax ever ask you to enter one.

 

Perhaps you entered the SSA-1099 in the wrong place in TurboTax.  If so, delete the form erroneously entered and enter the SSA-1099 information under Social Security (SA-1099, RRB-1099).

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