I have been retired for 10 years with the same 2 incomes that do not change very much. Why all the new questions?

grayschick · ‎January 22, 2024

I've had the same 2 payers (1 being SSA and the other a state pension) but the incomes have changed only slightly over the past 7 years. Why can't TT get the info from my past returns?

xmasbaby0 · ‎January 22, 2024

Did you use the same account and user ID and transfer 2022 in to 2023? Or did you start from scratch in a new account?

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

ee-ea · ‎January 22, 2024

Tax laws change, tax forms change as do preparation fees and procedures.

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I have been retired for 10 years with the same 2 incomes that do not change very much. Why all the new questions?