topic Re: forms missing for step by step in Get your taxes done using TurboTax

forms missing for step by step

dallapia — Mon, 31 Mar 2025 18:03:47 GMT

The Social Security SSA-1099 entry forms are not presented in the step by step process. Only get a blank page presented. Had to go to the forms view to find and make the required entries.

Re: forms missing for step by step

ThomasM125 — Mon, 31 Mar 2025 18:08:16 GMT

You would find the social security entry screen in the Wages and Income section, then Retirement Plans and Social Security, then Social Security (1099-SSA, RRB-1099).

Re: forms missing for step by step

xmasbaby0 — Mon, 31 Mar 2025 18:08:53 GMT

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

Re: forms missing for step by step

dallapia — Wed, 02 Apr 2025 20:08:10 GMT

That is exactly what I did per the step-by-step instructions as well as manual selection as you described. However, what I got was a blank page with no form. I was left in that state forever. Exited back to the beginning of the step-by-step procedure with the same result. This also happened last year with the Deluxe version of Turbo Tax as well. I have used premier version of Turbo Tax in the past, which properly presented the (1099-SSA, RRB-1099) entry forms for the step-by-step process. The deluxe version of Turbo Tax is broken. This is for a windows 10 system.

Re: forms missing for step by step

dallapia — Wed, 02 Apr 2025 20:20:45 GMT

See my previous reply to ThomasM125. The only way I could make the SS entries was to directly access Social Security (SSA1099 and 1099RRB0) forms in the forms view instead of in the step-by-step process. Some users may not know how to do that, if they are used to using the step-by-step process. They my even miss making the entry for SS.

Re: forms missing for step by step

LindaS5247 — Wed, 02 Apr 2025 20:25:23 GMT

Can you get to your 1099-SSA screen using the search function?

Click on the search icon in the upper right of your TurboTax screen
Type "SSA-1099" in the search bar
Click on the link "Jump to SSA-1099"