. I am trying to remove/change what should be a SSA-1099 from a 1099R. I never keyed in a 1099R. In the smart check its showing as a 1099R and asking for the payers info.

[sapphrose]

I am still having problems. My software in Deluxe Turbo Tax does not have a delete or edit button. Its still asking for payers info.

[DoninGA]

When accessing the Form 1099-R using the steps shown below do you get to the screen - Your 1099-R Entries?

[sapphrose]

Everything is entered correctly . It shows entered as a SSA-1099. The problem is when get to smart check it shows as a 1099-R

[DoninGA]

Disregard Smart Check.  When you go to the section IRA, 401(k), Pension Plan Withdrawals (1099-R), and click the start or update button, do you see the screen Your 1099-R Entries?

[sapphrose]

no it is showing and checked as a ssa-1099

[DoninGA · Accepted solution]

To enter, edit or delete a form 1099-R -

• 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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

[DoninGA]

The first screen shot is what you should see if you follow these steps for a Form 1099-R and there already has been a Form 1099-R entered.  You do not see that screen?

• 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

The second screenshot is what you should see when you follow these steps for a SSA-1099 after selecting Yes for Did You Receive Any Social Security Benefits?

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

Do you see that screen?

[sapphrose]

not the 1099-R no the other one yes

[sapphrose]

Rebooted and Finally working...Thanks for your help!