Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?

There is no TIN on Form SSA1099-R. Boxes 4-7 differ for what is required to fill out information that TurboTax requests for SSA income. Why is that?

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1 Best answer

Level 15

Feb 9, 2024 4:36:24 AM

If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.

Get out of that form (probably a 1099-R) and delete it from your file.

Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.

Level 15

Feb 9, 2024 4:36:24 AM

If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.

Get out of that form (probably a 1099-R) and delete it from your file.

Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.

New Member

Feb 12, 2024 4:56:22 AM

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Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?