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New Member
posted Mar 6, 2024 7:31:52 PM

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
Level 15
Mar 6, 2024 8:12:24 PM

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.

Expert Alumni
Mar 6, 2024 8:12:51 PM

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