topic Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s). in Retirement tax questions

Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Mon, 23 Feb 2026 11:17:23 GMT

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

Critter-3 — Sun, 01 Jan 2023 20:51:03 GMT

First remember the program is not fully functional yet ... then next ... did you indicate you were filing a joint return in the MY INFO section yet ?

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

SteamTrain — Sun, 01 Jan 2023 21:00:21 GMT

True....you have to have your wife's info entered in the My Info section first.

Then, for "Online" Premier, after I start thrt the actual SSA-1099 entry section (in Wages&Income), I see a full double column:

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Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Mon, 02 Jan 2023 01:08:57 GMT

I did enter all of my spouse’s info along with mine.
I understand that the software is not fully functional but I have no way of knowing if I am experiencing a known bug or if others may be experiencing the same issue.
I have since realized that I can enter my spouse’s info if I switch out of step-by-step and rely on direct to forms entry.
In any case, I appreciate the two (thus far) replies.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Mon, 02 Jan 2023 01:12:13 GMT

Yes, I did indicate Joint Return. I was able to enter all info if in forms and not step-by-step.
Thanks.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

Critter-3 — Mon, 02 Jan 2023 01:26:49 GMT

If you are using the downloaded program run a program update. If you are using the online version clear your cookies and/or switch browsers.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

SteamTrain — Mon, 02 Jan 2023 12:36:45 GMT

@thomasave962 wrote:
......... I was able to enter all info if in forms ......

Ahhhh...using the desktop software. You indicated you were using the "Online" software when you started this question, and my answer was for the "Online" stuff.

Yeah, please try to indicate exactly what software you are using when asking questions. The Online and Desktop software have MAJOR differences in both the flow, and their capabilities...And for desktop software, the computer OS too, since MAC and Windows software will (many times) have different directions.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Mon, 02 Jan 2023 14:49:24 GMT

I’m using the download. I actually uninstalled and then reinstalled since that normally would search for the latest updates. It did do that but no difference.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Mon, 02 Jan 2023 14:55:10 GMT

Yes, I should have noted Windows and not MAC. I also should have specified the use of a download and not entering via online. I didn’t mention either but I believe another responder did.
Thanks.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

VolvoGirl — Mon, 02 Jan 2023 15:54:57 GMT

Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

Are you asking about Social Security benefits you received or what info, where? What do you mean it took some of your SS? Where are you seeing less? Did you enter the SS in the right place? On the screen with 2 columns for you and spouse? And you should wait until you get the SSA-1099 for each of you.

The full amount of SS is on 1040 line 6a. But only up to 85% is taxable on line 6b.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

SteamTrain — Mon, 02 Jan 2023 17:46:17 GMT

..ooooh, and on the Desktop software.

Any chance there was a "$0" in the field that wouldn't let you enter the proper $$ amounts?

If it was a locked $0 field...then that $0 issue is a long-standing one over several years with an easy workaround

_________________

(going on so long that I would call it a bug since they hadn't done anything about it for years now, and thousands of folks have been stumped by it. Though, maybe they fixed it this year (yeah....rigggggght, as in skeptical), but I wouldn't know until I actually install the desktop software at the end of week)

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Tue, 03 Jan 2023 04:14:25 GMT

Actually there was a $0 in each field for my soc sec info and for my spouse. I was able to enter my total and taxable amounts but not my Medicare Part B deduction. The other fields for Medicare Parts C and D appear to be locked. My spouse's fields were all $0 filled. My workaround was to switch to forms view. Once I entered anything there, if I went back to step-by-step, I was able to change the value(s) if I needed to (i.e., no longer "locked").

Thanks.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Tue, 03 Jan 2023 04:43:54 GMT

Yes, I am asking about soc sec income received by my spouse and myself. I need to enter it in order to complete my 1040, etc. using TurboTax on my laptop. I have been using TurboTax for years - and for the more recent years, I have had to include our soc sec income, Medicare deductions, etc. This is the first time that I have had a problem.

The problem occurs when entering in the step-by-step mode, not forms. Yes, it's the screen with 2 columns, one for my info and one for my spouse. Yes, I entered "the SS in the right place". I was able to enter the Box 5 (Net Benefits) and Box 6 (Fed Tax Withheld) but not Medicare Part B Premium amount - and I could not enter anything for my spouse. If I switch to forms mode, I am able to enter all required soc sec data for each of us. If I then go back to step-by-step mode, I can see my entries and edit them if I choose to.

BTW, I do not have to "wait until (I) get the SSA-1099" for each of us. I already have them. I know that our soc sec income if not fully taxable and hopefully so does TurboTax 🙂

Thanks.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

SteamTrain — Wed, 04 Jan 2023 14:33:29 GMT

@thomasave962

Yeah, the $0 issue is almost always one in which you used a "Supporting Details" (SD) sheet in that field in the prior year. What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.

But when switching to Forms Mode, when you try to enter a $$ amount in a field where the SD sheet is attached, the SD sheet will pop up immediately, and you can either enter the $$ amount on that sheet, or delete the SD sheet entirely and avoid future issues (unless you really want the SD sheet)

________________________

Sometimes, when you see the $0 in Step-by-Step, you can just

a) double-click on the field and the SD sheet will pop up. But I've seen that doesn't work in all cases.

b) Another way is to click on the field, then go up to the menu..."<<Edit<<<Add Supporting Details"....then the SD sheet pops up and you can use it, or delete the SD sheet entirely and then the regular field will work properly.

c) Like you saw...click on the problem field, then switch to Forms Mode to make that entry

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

Critter-3 — Wed, 04 Jan 2023 19:44:26 GMT

It is not really a bug or program error simply a SOP for those who used the a "Supporting Details" (SD) sheet in that field in the prior year. What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.

See the answer in the other post for the full instructions and don't expect this program function to change anytime soon.

I will add this to my tutorial ...

This is my mini version of a tutorial that should be in the downloaded program:

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

Related Information:

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

>>>In the TurboTax CD/Download software by creating a test copy:
1. Open your return in TurboTax.
2. From the File menu, choose Save As.
3. Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name).
4. Click Save. You are now safely working in the test copy and anything you do here will not affect the original.
https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

>> use the WHAT IF tool:
- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view)
- Click on the Open Form Icon
- In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form
- You will see the worksheet on the right side of the screen; enter the information right into the form
- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

Once you have filed successfully … you can shut off the auto updater function and then save the return & .taxfile.

For Windows, up in the top menu, you can set the "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection" (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so. And then you can open the file(s) at any time with no forced upgrade.

But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater HOWEVER you can simply disconnect from the internet before opening the tax return.

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
Browse to where you want to save your backup.
- Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
Click Save and then close TurboTax.
Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

AND protect the files :

How can I protect the tax files on my computer?

*** Other clues to the downloaded program ***

In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.

What's the meaning of all the different colors in Forms Mode?

When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.

These colors indicate the source of that data.

Color	Meaning
Blue	You entered this data, either in the interview or Forms Mode.
Black	The program entered this data or calculated this amount.
Red	This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist).
Red italics	You marked this amount as estimated.
Black italics	The program calculated this amount from an amount you marked as estimated.
Purple	This information has supporting details.
Aquamarine	This data was transferred over from last year.
Green	This data was imported from Quicken or QuickBooks.
Yellow fields (Windows)	Yellow fields allow user input. Anything you enter here shows up in blue.

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

SteamTrain — Wed, 04 Jan 2023 14:59:08 GMT

Well, I call it a BUG, because in Step-By-Step, there is no indication, nor any warning that an SD sheet is attached. The users are not mind readers.

In sections of the software that have NOT been rewritten in the past few years, the SD sheet would pop up immediately in Step-by-Step when you attempt to make an entry, if there was an SD carried over for that field. In 2021 Desktop, that SD popup worked immediately in the State Estimated taxes section, but not in Federal Estimated taxes sections, since that Fed Estimates section had been rewritten.

(Haven't installed 2022 yet to see what happens there yet)

Re: Turbotax Premier 2022 is not accepting all entries (e.g., took some of my Soc Sec info and NONE of my spouse"s).

thomasave962 — Wed, 04 Jan 2023 19:39:05 GMT

Interesting- thanks.