To post an SSA-1099
Log into TurboTax
- Under Federal
- Select Wages & Income
- Scroll to Retirement Plans and Social Security
- and select Social Security (SSA-1099, RRB-1099)
- On the screen Let's import your tax info
- Change how I enter my form
- On screen How would you like to upload your 1099-R?
- Type it myself
- Enter your Broker or plan administrator information.
- Follow the interview.
Please contact us again with any additional questions.