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pcsoulman
New Member

Where do I report my Social security Retirement benefits, and what is the SSA's Federal Identification Number?

I have an SSA-1099-R-OP1, but no FIN is provided.  Entering it like any other 1099-R seems to require an FIN.
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2 Replies

Where do I report my Social security Retirement benefits, and what is the SSA's Federal Identification Number?

Your question about an identification number tells us you are trying to enter your SS in the wrong place.

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
KrisD15
Expert Alumni

Where do I report my Social security Retirement benefits, and what is the SSA's Federal Identification Number?

Be sure to enter under 

Social Security (SSA-1099, RRB-1099) 

NOT "IRA, 410(k) Pension Plan Withdrawals (1099-R) "

 

The program will not ask for a Federal Identification Number (FIN) if entered in the Social Security section

 

Be sure to delete the 1099-R entry if it was entered in the wrong section.

It would be best to delete first, then re-enter.

 

You can remove the wrong entry by revisiting that section and clicking the delete (trash can) option

OR

switch to forms in Desktop and delete 

OR

  • To Delete a Form  using TurboTax Online:
    Select Tax Tools on the left side-bar
    Select Tools from that drop-down
    Select “Delete a form” on the TOOLS CENTER screen
    Select 1099-R and delete
     

@pcsoulman

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