That is because Social Security Administration does not have one. The EIN is usually for employers. It sounds that you are in the wrong section of data entry. Please follow steps below to enter social security benefits:
That is because Social Security Administration does not have one. The EIN is usually for employers. It sounds that you are in the wrong section of data entry. Please follow steps below to enter social security benefits:
I used form SSA-1099 and when I run the federal review it is asking for additional information like the payer's federal ID number and address.
I had started to enter my social security benefits under the retirement income section as a 1099-R. This is wrong. Follow the instructions in the answer to enter the information from your SSA-1099. If you started a 1099-R for your social security benefit just delete it.
Sorry, but I did that and went back to make sure I had correctly selected that option, yet, when TurboTax reviews the data, it prompts to correct it. I entered SSA-1099, plain, but it seems a flaw that prompts as it was 1099-R! I'm asked to enter information related, such as "Payer's name, street address, etc. I'm starting to get frustrated with TurboTax.
It happens to me too. I believe it's a software flaw. I hope TurboTax fix it ASAP.
@UAlgaba wrote:
Sorry, but I did that and went back to make sure I had correctly selected that option, yet, when TurboTax reviews the data, it prompts to correct it. I entered SSA-1099, plain, but it seems a flaw that prompts as it was 1099-R! I'm asked to enter information related, such as "Payer's name, street address, etc. I'm starting to get frustrated with TurboTax.
See if there is a Form 1099-R listed for your tax return and if there is a form, delete it.
Click on Tax Tools on the left side of the program screen.
Click on Tools
Click on Delete a form
I don't have that option after clicking the Tool tab on the upper left, but I clicked on the Forms tab on the upper right, next to Flags, then selected the form 1099-R, following a click on Delete form button but it says form can't be deleted. I deselected the "1099-R" box instead and it seems to work when I rerun the smart check. How come it appeared that form? I triple checked the Federal Tax section and made sure it was SSA-1099. Thanks anyway!
@UAlgaba wrote:
I don't have that option after clicking the Tool tab on the upper left, but I clicked on the Forms tab on the upper right, next to Flags, then selected the form 1099-R, following a click on Delete form button but it says form can't be deleted. I deselected the "1099-R" box instead and it seems to work when I rerun the smart check. How come it appeared that form? I triple checked the Federal Tax section and made sure it was SSA-1099. Thanks anyway!
Since we have no way to know which TurboTax edition you are using, the procedure given was for the online editions which are used by about 80% of all TurboTax users.
Nice to see that you got it corrected using Forms mode on the desktop edition.
This is absolutely ridiculous and I can’t get any help! I am on disability and there is no EIN number. Went thru the steps stated but does not work and brings me back to putting in the EIN number!
Can someone please help?!?!
I did this and it is not working. Keeps reverting me back! I think there is a problem with this system!
Try using one of the companies that the IRS recommends for free tax preparation online. They are already set up to work with people on disability benefits / SSA / RRA / SSI - etc.. we ended up using online taxes .com and it worked like a charm! No more trying to figure out how to use a system that is not set up for it in the first place.
Online taxes also filed our federal information for the stimulus check. You have until midnight 5.4.20
Hope that helps, good luck.
I have the W2 transcript I received from IRS to process my back taxes because Iost my W2s for 2016. They sent redacted info regarding my Social Security Benefits statement and it shows the SSA-1099 Federal Identification Number (FIN) NOT EIN as xxxx4813. No one can seem to get me the full number. I even googled it. How do I obtain FIN for Social Security Administration. Apparently they have one because the IRS has the last 4 shown on the W2 transcript. Can anyone help
@lucie69nelson Not quite sure what you are trying to do. You do not enter an EIN for a SSA1099 that you received from Social Security. If you are trying to enter it in the W-2 section you are in the wrong place.
If you are using the software you just go to the screen to enter a SSA1099:
Do not try to enter your SSA1099 or RR1099RB as a W-2. Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
@lucie69nelson Are you trying to prepare a 2016 tax return? Are you using the downloaded desktop software for 2016? You cannot use online TurboTax--online is only for a 2019 return.
Your 2016 return cannot be e-filed--it must be printed signed and mailed. And be aware that even if it shows a refund, you will not receive the refund--it is too late--the refund has been forfeited now. If you owe tax due, you will owe with interest and penalties which the IRS will calculate.
Online preparation and e-filing for 2016, 2017 and 2018 is permanently closed.
To file a return for a prior tax year
If you need to prepare a return for 2016, 2017, or 2018 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
If you are getting a refund, there is not a penalty for filing past the deadline. If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.
@lucie69nelson If you read the reply I sent a few minutes ago--re-read--I just realized I gave you the wrong link for entering a SSA1099 and I edited the reply--it is now correct.
Again:
Do not try to enter your SSA1099 or RR1099RB as a W-2. Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
In 2020 tax programs........... LACERTE and probably Turbo Tax too are not programmed correctly to handle the FEDERAL WITHHOLDINGS on a Social Security Form 1099-SSA. It keeps asking us to put in the EIN for SOCIAL SECURITY and there is NOT ANY EIN on that form for Social Security Administration! PLEASE GET THIS FIXED ON ALL OF YOUR SOFTWARE FOR 2020. We do NOT have to enter the EIN for SSA because it is ON THE 1099-SSA, NOT ON A 1099-MISC, or A 1099-NEC. A 1099-SSA is NOT THE SAME as those other two forms. PLEASE FIX THIS! NOW. TAX SEASON IS ALREADY UNDER WAY AND WE NEED THIS FIXED IMMEDIATELY!
@Maddygaoiran wrote:
In 2020 tax programs........... LACERTE and probably Turbo Tax too are not programmed correctly to handle the FEDERAL WITHHOLDINGS on a Social Security Form 1099-SSA. It keeps asking us to put in the EIN for SOCIAL SECURITY and there is NOT ANY EIN on that form for Social Security Administration! PLEASE GET THIS FIXED ON ALL OF YOUR SOFTWARE FOR 2020. We do NOT have to enter the EIN for SSA because it is ON THE 1099-SSA, NOT ON A 1099-MISC, or A 1099-NEC. A 1099-SSA is NOT THE SAME as those other two forms. PLEASE FIX THIS! NOW. TAX SEASON IS ALREADY UNDER WAY AND WE NEED THIS FIXED IMMEDIATELY!
You are using the wrong section of the program to enter a SSA-1099. It is NOT entered in the section for wages reported on a W-2 nor it is entered in the section for a Form 1099-R.
To enter Social Security benefits reported on form SSA-1099
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
In Turbo Tax there is a Separate spot for Social Security. Probably in LaCerte too.
If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099.
Try going to the search box and type in SSA-1099 or Social Security Benefits. That will give you a Jump To link to take you directly to it.
OR
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
The IRS has approved a work-around for this of using an EIN of 00-0000000
If you are trying to enter social security income into TurboTax and you are being asked to enter EIN information, you are entering it in the wrong spot. Do not use 00-0000000 for social security income. You will get an error when you e-file and will most likely receive an inquiry from the IRS later. Social Security income is taxed in a completely different way than any other form. So, if you don't enter it in the correct spot, your taxes will not be calculated correctly. @T2qMom
To determine if your Social Security income is taxable, all you need to do is enter that income. TurboTax does the rest! At the state level, many states exempt Social Security from taxation, either partially or completely. Again, if your sole income is from Social Security, it's likely you don't need to file a state return either.
TurboTax will automatically figure out whether you need to pay federal and/or state taxes on your Social Security income. Just enter your SSA-1099 information in TurboTax and we’ll let you know!
Related Information:
If it's asking for an EIN number you are entering it in the wrong place. There is no EIN on social security SSA-1099.
If you only get ssi or SS or SSDI it is not taxable and you do not have to file a return.
Try going to the search box and type in SSA-1099 or Social Security Benefits. That will give you a Jump To link to take you directly to it.
OR
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
@cadamsz1 If you are trying to enter your Social Security benefits on a screen that is asking for a Tax ID or an EIN you are on the wrong screen. You do not enter a Tax ID when you enter your SSA1099.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.