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Have the "Social Security (SSA-1099, RRB-1099) modules been included? When I click on the "Update" button the same "Your 2024 Income Summary" window appears.

Is the code to handle Social Security (SSA-1099, RRB-1099) data entry present in TurboTax for Desktops? When will this function be avail to use?
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4 Replies
JamesG1
Employee Tax Expert

Have the "Social Security (SSA-1099, RRB-1099) modules been included? When I click on the "Update" button the same "Your 2024 Income Summary" window appears.

In TurboTax Premier Desktop, I am able to report Social Security and pension distributions by following these steps:

 

  • Across the top of the screen, click on Federal Taxes.
  • Across the top of the screen, click on Wages & Income.
  • Click I'll choose what I work on.
  • Scroll down to Retirement Plans and Social Security.
  • Click to the right of Social Security (SSA-1099, RRB-1099) to report Social Security or equivalents.
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Have the "Social Security (SSA-1099, RRB-1099) modules been included? When I click on the "Update" button the same "Your 2024 Income Summary" window appears.

James, THX for the prompt reply and yes, have already used the work around by entering SSA Form 1099-R data by going directly to each 1099 form.

 

The current issue with this release of TurboTax for desktop is checking all entered data USING the EasyStep tools and that associated with "Social Security (SSA-1099, RRB-1099)" which is 'non functional'

 

Thus asking when is Intuit going to release TurboTax including this functionalty?

 

Regards,

Paul

DianeW777
Employee Tax Expert

Have the "Social Security (SSA-1099, RRB-1099) modules been included? When I click on the "Update" button the same "Your 2024 Income Summary" window appears.

This has been updated and you should be able to complete your forms now.  Please update if you have more questions and thank you for letting us know.

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kralex
New Member

Have the "Social Security (SSA-1099, RRB-1099) modules been included? When I click on the "Update" button the same "Your 2024 Income Summary" window appears.

Hello, the last update for desktop MAC does not include the fix for ssa1099 to enter data (forms or interview). It shows the data from last year, but doesn't allow update for current year data.

Please advice. Thanks!

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