topic TurboTax Online won't let me enter SSA-1099 in Retirement tax questions

TurboTax Online won't let me enter SSA-1099

slope72 — Sun, 05 Jul 2020 18:07:06 GMT

I am not able to get into the section to enter SSA-1099 Social Security Income. When I click "Edit" to get into Social Security Income and then click "Yes", I just get taken back to the Income start page. I have tried switching browsers, switching computers, clearing cache and cookies, but nothing works. When I try to delete the form it doesn't appear in the list of forms at all. HELP!

Re: TurboTax Online won't let me enter SSA-1099

DoninGA — Sun, 05 Jul 2020 18:11:08 GMT

Does this happen if you follow this procedure -

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Re: TurboTax Online won't let me enter SSA-1099

slope72 — Sun, 05 Jul 2020 18:14:05 GMT

yes, tried that. there is no way into the form.

Re: TurboTax Online won't let me enter SSA-1099

DoninGA — Sun, 05 Jul 2020 18:17:25 GMT

@slope72 wrote:

yes, tried that. there is no way into the form.

Contact TurboTax support for this particular problem.

See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/questions/3401489

Or -

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/

Re: TurboTax Online won't let me enter SSA-1099

Humm — Wed, 10 Feb 2021 01:45:13 GMT

I am having the same problem with Turbotax Online 2021.

Re: TurboTax Online won't let me enter SSA-1099

Irene2805 — Wed, 10 Feb 2021 14:46:23 GMT

See if the SSA-1099 appears in your list of forms. If it does, delete it and reenter the information.

If you want to delete an individual form, please follow these instructions:

TurboTax Online

While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).
In the Tools Center, under Other helpful links click on Delete a form.
Click Delete next to the form you want to delete and follow the onscreen instructions.
Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

TurboTax CD/Download

Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
In the Forms in My Return list on the left, click on the form you wish to open and delete.
Click on the Delete Form box at the bottom of the screen.
To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

If you are still experiencing difficulty, you can call TurboTax and speak with an agent. TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used. So that we can direct your call to the best person/department to help you:

Click on this link: https://support.turbotax.intuit.com/contact/
Select your TurboTax platform.
Ask your question / state your problem. Do NOT use the word "refund' or you will get a phone number for tax refunds.
Click Submit.
On the next screen, choose the Call option and follow the instructions. You will be given the approximate wait time.

You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.

Re: TurboTax Online won't let me enter SSA-1099

MikeGitt — Thu, 20 Jan 2022 16:27:56 GMT

I am having the same problem with the 2021 download. I was able to information for my 1099-G but unable to enter information for SSA-1099. Please help!

Re: TurboTax Online won't let me enter SSA-1099

ChondelLO — Thu, 20 Jan 2022 17:13:49 GMT

Please click the link below for help entering your information for SSA-1099. If you are still having difficulty after following these steps, please reply to this thread for further assistance.

Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

Re: TurboTax Online won't let me enter SSA-1099

MikeGitt — Thu, 20 Jan 2022 21:12:35 GMT

The answer was NOT helpful. When I click on "update" SSA-1099 on my download version of 2021 Turbo Tax the page goes blank -- no way to enter / edit any data. On the other hand, in contrast if I click on "update" on for the 1099-G the page allows me to edit / enter the data for that category. Please help.

Re: TurboTax Online won't let me enter SSA-1099

SweetieJean — Thu, 20 Jan 2022 22:08:48 GMT

@MikeGitt Please try using a different internet browser.

Re: TurboTax Online won't let me enter SSA-1099

MikeGitt — Fri, 21 Jan 2022 16:01:32 GMT

SweetieJean,

Thanks for your reply but let me restate I am using a 2021 download version of Premier TurboTax. I don't think the browser comes into play although I use Google Chrome. The issue appears to be a software issue since all the other "income" updates work properly just not SSA-1099.

Re: TurboTax Online won't let me enter SSA-1099

taxInfo3 — Sat, 22 Jan 2022 17:15:19 GMT

Using 2021 turbo tax and I cannot get to the page to enter SS earnings. It bounces me back to menu page. Anyone know how to get to the page to enter SS wages.

Re: TurboTax Online won't let me enter SSA-1099

DoninGA — Sat, 22 Jan 2022 17:17:21 GMT

@taxInfo3 wrote:

Using 2021 turbo tax and I cannot get to the page to enter SS earnings. It bounces me back to menu page. Anyone know how to get to the page to enter SS wages.

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

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Re: TurboTax Online won't let me enter SSA-1099

VolvoGirl — Sat, 22 Jan 2022 17:27:40 GMT

@DoninGA I've seen several questions for not being able to enter ss in the Desktop program. My Home & Business worked ok. Has anyone asked the mod about it? Might need to escalate it.

Re: TurboTax Online won't let me enter SSA-1099

DoninGA — Sat, 22 Jan 2022 17:32:10 GMT

I have entered in my Premier desktop edition without issue. Also entered in my test Self-Employed online edition without issue. So this has to be a local problem with the user.

Best to point the user to Support if they cannot get it to work on their local PC.

Re: TurboTax Online won't let me enter SSA-1099

MikeGitt — Tue, 25 Jan 2022 21:17:46 GMT

Resolved the issue of not being able to see the templates or enter info on the W-2 screen and the SSA-1099 screen. Working with tech support at TurboTax the issue was solved by turning off my firewall (McAfee). Once again, I was using TurboTax Premier (download not on-line). By turning off the firewall then the templates for both W-2 and SSA-1099 became visible and then I entered the information. Once the information was entered I was able to turn-on the firewall and everything seemed to continue to work properly. Hopefully this is helpful for anyone else who has this issue. Not sure what changed this year in that I have had McAfee for 3 years and have used TurboTax for many more years. First year I have had an issue with TurboTax software. Once again, thanks to TurboTax tech services!

Re: TurboTax Online won't let me enter SSA-1099

AJMoran — Sat, 12 Mar 2022 00:13:21 GMT

The only way around not being able to enter critical information, like social security earnings, I have found, is to go into edit, add supporting documentation, and enter it there. The amounts then filter to the line item on the tax return. Hope this helps

Re: TurboTax Online won't let me enter SSA-1099

Veggies3 — Tue, 21 Feb 2023 23:07:17 GMT

I am not able to enter any data related to form SSA-1099. I need to complete taxes ASAP. TurboTax Delux is what I purchased

Re: TurboTax Online won't let me enter SSA-1099

VolvoGirl — Tue, 21 Feb 2023 23:49:20 GMT

Are you using the Desktop program? Some people are having trouble entering into box 5. See if this helps.

Are you running the TurboTax application as an Administrator? If not -

Save the tax return.

Close the TurboTax program

Right click on the TurboTax icon on your computer screen

Click on Run as Administrator

Start the TurboTax program and see if the problem persists

One person said......

Did that. Same thing happened. But then... I accidentally double-clicked the box. And it opened up a small windows that let me fix it. Then the same thing happened with the Part B premium box. Double-clicking fixed that.

Re: TurboTax Online won't let me enter SSA-1099

slimtex — Mon, 19 Feb 2024 19:04:43 GMT

Please all users RUN AS ADMINSTRATOR by right clicking on the turbotax icon to start program in adminstrator mode, as this post recommends.