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New Member
posted Jun 5, 2019 11:05:13 PM

I receive SSA and a small retirement check monthly.

where do I enter my info?

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1 Best answer
New Member
Jun 5, 2019 11:05:15 PM

You will enter your SSA-1099 using the following instructions:

  • On the Tax Timeline, navigate to "Federal Taxes".
  • Select "Wages and Income" on the second menu bar.
  • Click "Check for more income" then select "Skip to see all income".
  • Scroll down to the "Retirement Plans and Social Security" section and click "Show more" to expand the list.
  • Click “Start” (or Revisit) next to "Social Security (SSA-1099, RRB-1099)".

For Retirement, you should have received Form 1099-R. 

To enter Form 1099-R, please see the instructions below:

  • On the Tax Timeline, select "Federal Taxes
  • Select "Wages and Income" on the second menu bar. 
  • Select "Check for more income" button, then select "Skip to see all income". 
  • Click "Show More" under the Retirement Plans and Social Security income section to see the full listing.
  • Select "Start" next to "IRA, 401(k), Pension Plan Withdrawals" to begin entering the 1099-R form.

1 Replies
New Member
Jun 5, 2019 11:05:15 PM

You will enter your SSA-1099 using the following instructions:

  • On the Tax Timeline, navigate to "Federal Taxes".
  • Select "Wages and Income" on the second menu bar.
  • Click "Check for more income" then select "Skip to see all income".
  • Scroll down to the "Retirement Plans and Social Security" section and click "Show more" to expand the list.
  • Click “Start” (or Revisit) next to "Social Security (SSA-1099, RRB-1099)".

For Retirement, you should have received Form 1099-R. 

To enter Form 1099-R, please see the instructions below:

  • On the Tax Timeline, select "Federal Taxes
  • Select "Wages and Income" on the second menu bar. 
  • Select "Check for more income" button, then select "Skip to see all income". 
  • Click "Show More" under the Retirement Plans and Social Security income section to see the full listing.
  • Select "Start" next to "IRA, 401(k), Pension Plan Withdrawals" to begin entering the 1099-R form.