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TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

TurboTax Desktop Basic 2024 refuses to bring up the SSA-1099 section during income entry.

I have tried View All under Retirement Plans and Social Security.  I walks me back through the IRA distribution section.  When that's done, the application seems to "burp" (brief flash on screen), then proceed to the Canadian Pension section.

From the Income Summary, I've attempted to use the Update button next to the Social Security topic.  It gives me a "Please Wait" and returns to the top of the Income Summary.

I've tried the Search for SSA-1099 solution suggested in other user questions.  Again, I land on the top of the Income Summary.

Got a little bug here?

 

 

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4 Replies

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

I also tried another experiment today (Mon 2/3/25)

Did the Visit All on Retirement Plans and Social Security and walked through everything again.  Of course, it "burped" again when it was time for the SSA-1099 section and landed on Canadian Registered Pension Income

The experiment: I clicked the Back button from there.  

Results: "Please Wait", a brief flash of the screen (the "burp"), and back to Canadian Pension stuff again.

There's definitely something wrong with my copy of TT Desktop Basic.

Thinking about an uninstall/reinstall, but not sure if it'll activate a second time. 

 

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

A couple things to try:

1)  Make sure you run the software updates first

2) Rt-click on the TTX desktop icon, and select "Run as Administrator"

still no go?

3)  Shut down TTX, then check your Windows System OS for any OS updates waiting to be installed.  Partially-installed updates are known to cause problems.   Re-boot your computer even if you don't see any waiting.

 

Then try #2 again:

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

Well, I seem to have solved the issue of at least ENTERING my SSA-1099 data.

  1. Saved my return
  2. Closed TT
  3. Started TT back up, but Ran as Administrator
  4. It still didn't properly visit the SSA-1099 section
  5. Switched to Forms View, found Social Security and clicked - The form popped up (It didn't before)
  6. Entered the data directly into the form and saved
  7. Switched back to Step-by-Step, saw the amount I entered (I was pleased)
  8. Just for fun, I clicked Update on the Social Security section, just to see if it would act differently.  It did, a little.  It asked me the first question about living in another country and collecting Social Security, then it crapped out again and went back to Income Summary.  Oh well....

TurboTax Desktop Basic 2024 is skipping the SSA-1099 Section

Looks like you and I were typing at the same time. 

Even though TTax applies updates on startup, I always do a Check for Updates before I get going.

My Windows 11 Home is up to date.  I just haven't applied 24H2 yet.  Tried last week and it died.  Had to revert.

I've never had to run TTax as admin before, but if you see my post at the end about 'solving my own problem', that's what I did.  Software still didn't function properly, but I was able to get my SSA-1099 numbers in this time.  

Moving on to Deductions...maybe tomorrow.  I'm done for today

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