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New Member
posted Mar 9, 2025 12:20:16 PM

How do I edit my Social Security information. Income did not come through.It is showing 0 for income.

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1 Replies
Expert Alumni
Mar 9, 2025 12:36:31 PM

To post your Social Security Information, follow these steps:

 

To post your SSA-1099

 

If this is the first time entering investments

  1. Select Wages & Income
  2. Scroll to Social Security (SSA-1099, RRB-1099) [Add/Edit]
  3. Did you receive Social Security or Railroad Retirement benefits in 2024? [Yes]
  4. Tell us about the benefits you received [] Social Security, [] Railroad Retirement
  5. The screen to post the information will appear.
  6. If applicable it will include your spouse.
  7. Post your information

If you entered a SSN 1099 previously

  1. Select Wages & Income
  2. Scroll to Social Security (SSA-1099, RRB-1099) [Edit]
  3. This will bring you directly to the input screen.