topic Social Security SSA-1099 in Get your taxes done using TurboTax

Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 16:07:24 GMT

Program will not allow me to enter SSA-1099 amounts (1/3/2025)

Re: Social Security SSA-1099

xmasbaby0 — Fri, 03 Jan 2025 16:11:49 GMT

Are you entering it in the right place?

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

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 17:23:58 GMT

Yes...I click on Update and it takes me to screen about SS not being taxes in certain countries. I click on NO and it brings me back to the original page where the update is...

Re: Social Security SSA-1099

xmasbaby0 — Fri, 03 Jan 2025 17:33:08 GMT

You may need to talk with customer support. But....I am curious.....how do you already even have a SSA1099 on January 3? Social Security mails them in January and it seems pretty early for anyone to have one yet.

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 5 p.m. Pacific time Monday-Friday

Re: Social Security SSA-1099

DoninGA — Fri, 03 Jan 2025 17:36:29 GMT

@jimmy5609 wrote:

Yes...I click on Update and it takes me to screen about SS not being taxes in certain countries. I click on NO and it brings me back to the original page where the update is...

Where in the program are you clicking on Update?

Nowhere in the TurboTax program is any statement concerning SS in certain countries. You are reporting an SSA-1099 which is Only for a US tax return.

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

Re: Social Security SSA-1099

SteamTrain — Fri, 03 Jan 2025 17:51:39 GMT

@xmasbaby0

Yeah, I received a notification from SS the other day (31 Dec) about a new message in my SS account.

I logged in separately (never trust an email), and there was a 2024 SSA-1099SM there to download.

I think there was some text in the message about it containing "expected" values (or words to that effect)...so not sure it will be the final values...but numbers look right (Will wait for the final paper one and doublecheck then)

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 17:49:07 GMT

I knew someone would ask that question 🙂 They upload an initial Form SSA-1099SM on my SS page with all the information...I figured I would enter info and update when the final form arrived...

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 20:37:22 GMT

This is the screen I get

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 20:39:36 GMT

After I get the above screen and hit continue I go back to the original screen with the Start or Update....

Re: Social Security SSA-1099

DoninGA — Fri, 03 Jan 2025 20:58:34 GMT

After you have selected No on those screens you have finished entering your Social Security benefits information.

Those screens are only shown after you have entered the amount of box 5 of the SSA-1099.

When you are back on the Wages & Income selection page, the amount of the SS benefits you entered from box 5 of the SSA-1099 will be shown for 2024.

Re: Social Security SSA-1099

VolvoGirl — Fri, 03 Jan 2025 21:14:05 GMT

Did you transfer from 2023 to start? Are you using the Online version or Desktop program?

One problem people have…..

If you can't enter your Social Security in the boxes try deleting the form. See this thread for things to try. There are posts for 2023 at the end

https://ttlc.intuit.com/community/retirement/discussion/i-keep-attempting-to-enter-both-my-spouse-and-my-ssa-1099-sm-but-turbo-tax-won-t-let-me-enter-any/00/1427062

In the box with $0 income double-click in that box and a Supporting Details window should open where you can enter the correct amount. Or highlight the box and use Ctrl + I to open the Supporting Details window

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 23:06:43 GMT

Hello all...I spoke with support and they don't seem to know how to fix the problem I am having...Sent me a new license product and it did the same... Waiting for a call back...

I'm curious...do you have desktop copy of the Deluxe product and can you try clicking on the SSA-1099 Start to see if you get screen to enter amounts...

Thanks...

Re: Social Security SSA-1099

DoninGA — Fri, 03 Jan 2025 23:12:10 GMT

@jimmy5609 I am using the 2024 TurboTax Premier edition for Windows.

Do you ever get to this screen to enter the SS benefits??????

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 23:14:34 GMT

No...

Re: Social Security SSA-1099

jimmy5609 — Fri, 03 Jan 2025 23:17:35 GMT

I'll let you know the outcome when they call back....

Thanks all....

Re: Social Security SSA-1099

VolvoGirl — Fri, 03 Jan 2025 23:53:23 GMT

Are you on Windows or Mac? Have you updated the program? For Windows go up to the very top menu line Online-Check for Updates. Plus then I would reboot your computer and start it again.

Re: Social Security SSA-1099

SteamTrain — Sat, 04 Jan 2025 00:30:49 GMT

I was wondering if that interview section shows up because it was somehow related to some residency, or mail address setting in the Personal Info section?

Like did you, or spouse, indicate for state Residency that you were living in a Foreign country, or US territory?
....or put in at a foreign mailing address?

............Or perhaps one of you has an ITIN and not a SSN?

Re: Social Security SSA-1099

jimmy5609 — Sat, 04 Jan 2025 13:23:02 GMT

I received a call back close to 3 hours later...but because they were having their own computer problems, they were unable to solve the issue...and was told to call back on Monday since they were closing soon(?)

It's funny...I also received an email notifying my case was closed(?)

Re: Social Security SSA-1099

VolvoGirl — Sat, 04 Jan 2025 18:12:24 GMT

@SteamTrain I installed my Home & Business program last night. After I entered my Social Security it asked me that country question. So that’s new. I’ve found a several new things and changes. Have to get used to it. The program doesn’t navigate the same way. Especially interest and dividends. There isn’t a table just a big long listing and has BOTH interest & dividends mixed in the SAME list!

Re: Social Security SSA-1099

jimmy5609 — Sat, 04 Jan 2025 19:07:11 GMT

I saw that also in the Deluxe program...Wasn't to impressed with that change... Makes it sloppy when you click on the dividend box but then it allows you to click on an interest box...it might be time to switch to another tax supplier next year...