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New Member
posted May 20, 2021 8:53:16 PM

I also receive Social Security. Don't we have to add that to my income? I also made a withdraw from my 401K of which they took 4400. in taxes.

I think we are missing information regarding 2020 income.

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1 Replies
Level 8
May 20, 2021 9:15:58 PM

To enter Social Security:

  1. Type ssa-1099 in Search in the upper right
  2. Select Jump to ssa-1099
  3. Say YES to Did you receive Social Security or Railroad Retirement benefits in 2020?
  4. Check the box "Social Security benefits (Form SSA-1099)"
  5. Enter the your information

To add Form 1099-R:

  1. Type 1099-R in Search in the upper right
  2. Select Jump to 1099-R
  3. Say YES to Did you get a 1099-R in 2020?
  4. Import your 1099-R. If you can't import, select "Change how I enter my form"
  5. Choose "Type it in myself"
  6. Select "Financial Institution or other provider (1099-R)"
  7. Enter your 1099-R information