topic Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same? in Retirement tax questions

Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?

Minniepop — Wed, 11 Feb 2026 04:00:08 GMT

There is no TIN on Form SSA1099-R. Boxes 4-7 differ for what is required to fill out information that TurboTax requests for SSA income. Why is that?

Re: Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?

SteamTrain — Fri, 09 Feb 2024 12:36:24 GMT

If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.

Get out of that form (probably a 1099-R) and delete it from your file.

Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.

Re: Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?

Minniepop — Mon, 12 Feb 2024 12:56:22 GMT

Thank you for your help!