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?

Minniepop · ‎February 9, 2024

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?

SteamTrain · ‎February 9, 2024

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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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SteamTrain · ‎February 9, 2024

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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Minniepop · ‎February 12, 2024

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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?