Click "I'll choose what I work on" or "Jump to a full list."
On the screen "Your 2018 Income Summary," scroll down to the section "Retirement Plans and Social Security."
Click the Start, Update, or Revisit button for "Social Security (SSA-1099, RRB-1099)."
On the next screen, select "Yes, let's work on Social Security benefits" and click Continue.
On the next screen, "Tell Us About the Benefits You Received," check the box for "Social Security benefits (Form SSA-1099)," then enter the amounts indicated on the screen. If you are filing a joint return, be sure to enter the amounts in the column for the correct person.
pmidboe
New Member
May 9, 2021 5:34:54 PM
This was not helpful. This was old outdated information, not relevant for 2020 tax prep. Disappointing.