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pmalherb
New Member

How do I upload my SSA 1099? (TurboTax asked me to upload my 1099-R, but not my SSA 1099.)

 
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2 Replies

How do I upload my SSA 1099? (TurboTax asked me to upload my 1099-R, but not my SSA 1099.)

A form SSA-1099 cannot be imported.  You have to enter the form manually.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

pmalherb
New Member

How do I upload my SSA 1099? (TurboTax asked me to upload my 1099-R, but not my SSA 1099.)

Thanks!   (I find it strange that one can't upload this form.)

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