If you're having trouble entering Interest Income or Social Security benefits in TurboTax, follow these steps:
- Select the Correct Forms:
- Go to the "Income" section
- Ensure both 1099-INT (for interest income) and SSA-1099 (for Social Security benefits) are available. If so, skip to step 4. If not, go to step 2.
- Add Income:
- Scroll to the bottom of the income section and select "Add Income."
- Choose "Interest and Dividends" for 1099-INT.
- Choose "Social Security" for SSA-1099.
- Enter Information:
- Go back to the "Income" section.
- Enter Information:
- Click on the pencil icon next to each form (1099-INT and SSA-1099).
- Enter the required information for each form.
This should help you enter your Interest Income and Social Security benefits.