topic Can I file with turbo with the 1099R and the SSA1099?? in Retirement tax questions

Can I file with turbo with the 1099R and the SSA1099??

laug869434 — Mon, 23 Feb 2026 12:12:01 GMT

Can I continue to complete the tax forms?

Re: Can I file with turbo with the 1099R and the SSA1099??

xmasbaby0 — Sat, 18 Feb 2023 21:10:12 GMT

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

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: Can I file with turbo with the 1099R and the SSA1099??

VolvoGirl — Sat, 18 Feb 2023 21:11:09 GMT

Yes.

1099R

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

SSA-1099

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button