I am unable to put in my 1099-R from Cali Public Employees Retirement Systems and SSA-1099sm from Social Security? It tells me they can be found. HELP?

It sounds like you are trying to import the 1099s, and there is no import functionality with your issuer.  However, you can import a pdf from your computer, or a quick way to do this is to manually import the 1099s.

 

Here is how to do this in TurboTax Online:

 

• Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
• Add a 1099-R
• Select "Change how I enter my form"
• On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
• Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
• Now, you can input your 1099-R provider's info, and continue through the rest of the interview.

 

 

 

 

@tdaryl 

However...you should note that the SSA-1099sm does NOT go in with the regular 1099-R forms, there is a separate menu line for you to select to enter that information.  The menu line indicates that it is for SSA-1099 and RRB-1099 forms

 

If you do not see the whole list of Income menu items...look for the text below what you have entered....to select a text line that says something like "See more Income items"....or something like that.