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Save your tax return. Close the TurboTax program.
If you are using the TurboTax desktop program for Windows, right click on the TurboTax icon. Click on Run as Administrator
Start the TurboTax program
To enter Social Security benefits reported on form SSA-1099
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
I tried all of that and no joy, it just keeps circling back to the "choose what I'll work on" page.
Though I tried and can access and enter data on the SS worksheet in the Forms, I can't enter the step-by-step area to properly answer the questions. After I enter some data, then the only step-by-step question that is asked is whether I am living one of the listed countries.
I'll probably just wait until the next update ... or possibly reload the program if no others are having the same problem. Yeah, it's probably early for all the 2024 modules to be worked out. I still have to work on other not-ready modules anyway.
@tomfive Entering Social Security benefits is active in the step-by-step interview for tax year 2024 using the desktop editions.
Are you using one the 2024 desktop editions for Windows? If so, then save your tax return and then close the TurboTax program.
Right click on the TurboTax icon
Click on Run as Administrator
Start the TurboTax program again and access the Social Security benefits section to see if the problem persists.
Yes, I am running the 2024 desktop edition for Windows Deluxe + State, downloaded and activated last week. Module: WinPerRelease, Version 024.000.0227. TurboTax.exe version 2024.47.8.12.
I did see a couple of updates upon starting the program, last one was a few days ago, last program update 12/5/2024.
I did the "Run as Administrator" and there was no change in its action. Click on Update SS in the "Your 2024 Income Summary" page, a couple of "Please Wait" flashes, then back on the "Your 2024 Income Summary" page. My TT Deluxe desktop edition for 2023 worked and is still working fine.
PROBLEM "SOLVED"
From an earlier reply that the Social Security entry "module" was working in TT 2024, I tried starting another return WITHOUT importing my 2023 information. And guess what ... the Social Security entry worked!. So there is something going on with my 2023 import.
Next I will try another import into a new return, and see if that is any different. Otherwise, I'll just continue without importing. A bit inconvenient without the 2023/2024 comparison right there in front of me, and a few other things carried over, but it is what it is.
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