topic CAN NOT UPDATE Social Security - 2024 TurboTax in Retirement tax questions

CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Mon, 30 Dec 2024 19:22:35 GMT

I am trying to do some LTCG harvesting & trying to duplicate the amounts used last year's 1040 form

in my 2024 TurboTax -

BUT TurboTax is not letting me get to the Soc Sec screen when I click on UPDATE,

it just returns to the "Your 2024 Income Summary" screen - what's going on.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

rjs — Mon, 30 Dec 2024 20:08:01 GMT

Are you using the web-based TurboTax Online or the downloaded desktop TurboTax software installed on your computer?

If you are using the desktop software, make sure you have installed the latest updates. Are you using it in Windows or on a Mac?

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Mon, 30 Dec 2024 20:31:09 GMT

Using Desktop TurboTax Deluxe on Windows 11 PC purchased, downloaded from Intuit about a month ago - for this purpose.

I see they have made a lot of changes, but yes, Turbotax updates itself whenever loaded.

Other sections update OK (like Int & Div) - just can't update Soc Sec to see how much will be taxed.

And alternatively, if I begin with the "Visit All" button, TT asks a couple of questions about Retirement and Pensions - and with a No answer, it just returns to the Your 2024 Income Summary" screen.

I sure hope TurboTax is not ignoring the UPDATE because Soc Sec not being taxed - because of no other appreciable income - WITHOUT TELLING ME THAT.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

DoninGA — Mon, 30 Dec 2024 20:35:11 GMT

@roninshawneeKS Since you are using one of the 2024 TurboTax desktop editions for Windows, try this

Save your tax return and close the TurboTax program

Right click on the TurboTax icon

Click on Run as administrator

Start the TurboTax program again and see if the problem persists.

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Mon, 30 Dec 2024 21:52:43 GMT

NOPE - Close & reopen and run as administrator doesn't help - BUT, another anomaly.

I was working on my sister's tax return - a person with practically NO INCOME other than Soc Sec -

but she does have some DIVs, but mainly LTCG which I was trying to take advantage of for the 0% bracket.

Anyway, I switched to my tax return which has considerably more income,

- AND the UPDATE Soc Sec section works on that return, even though I haven't even added my Income yet.

So, something else is going on - and clearly a TurboTax problem, at least it seems to me.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

rjs — Mon, 30 Dec 2024 23:27:21 GMT

I tried to recreate the problem, but I can't. Updating Social Security works every time, with low income or no income other than Social Security.

Try starting your sister's tax return over again from scratch, as a new tax return, and see if you still have the same problem.

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Tue, 31 Dec 2024 17:35:05 GMT

OK CHAMP- TRIED THAT - DOESN'T WORK

Champ, thanks for your interest, but it is just not working. Deleted my sister's new 2024 TT file (actually just renamed with an xxxx in front of the 2024) and Started from the beginning again (picking up her 2023 TT file)

AND the results are the same - clicking on the UPDATE Soc Sec, all that happens is that I am returned to the 2024 Income Summary.

Maybe, or must be, something wrong with the 2023 return I filed last year, but nothing I do works. I even did the "Walk-thru" option - same result - UPDATE will not work.

Of interest to note is that the 2024 column on the Income Summary is already set to "$0" on my sister's return and not so on my return.

SO, do I have a next step - which I guess is getting the TT guys . . . . .

WHOOPS - HOLD EVERYTHING - MADE ON MORE TRY AND IT HAS TO BE SOME SORT OF TT BUG.

I went to the "Forms" view and clicked on the Social Sec form - and found the $0 filled in on Box A and nothing in Box B-H. And clicking on Box A, there is an "+" beside it indicating "Supporting Details" - and if I enter something in the Supporting Details, it will show up Box A and in turn will show up on the Income Summary screen.

[Yes, I had been keeping track of my sister's Soc Sec when I did her Returns.]

HOWEVER, the UPDATE still does not work from the Income Summary screen.

SORRY, I am running out of time - have New Year's Eve things to attend to and this may take some time to iron out, even if it is possible. Even if/when I get the figures fixed manually, I don't know if TT will tell me how much of it is taxable.

But I am now sure the Supporting Details has something to do with the TT PROBLEM.

Champ, you seem to be one of the TT insiders, so if you can, please pass this along to whoever.

I will spend more time on it later, but now out of time until after the 1st.

I do appreciate your interest and support.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Tue, 31 Dec 2024 17:56:15 GMT

FOLLOW UP OF PREVIOUS POST

OK, one last note. I took the time to DELETE THE SUPPORTING DETAILS - and Everything Works Now.

So TT guys, if you read these Posts - here is something for you to work on.

Thanks again CHAMP for your attempts to duplicate the problem - this is/was a tough one.

Now TT guys should fix it - because it is an error - and because it is still unknown if the Taxable stuff will be done correctly

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

VolvoGirl — Tue, 31 Dec 2024 18:18:50 GMT

Sorry we should have remembered that error from years before. Last year's note......

If you can't enter your Social Security in the boxes or there is a 0 in a box, try deleting the form. See this thread for things to try. See Critter-3 post for how to fix it.
https://ttlc.intuit.com/community/retirement/discussion/i-keep-attempting-to-enter-both-my-spouse-and-my-ssa-1099-sm-but-turbo-tax-won-t-let-me-enter-any/00/1427062

In the box with $0 income double-click in that box and a Supporting Details window should open where you can enter the correct amount. Or highlight the box and use Ctrl + I to open the Supporting Details window

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

tomfive — Fri, 03 Jan 2025 16:35:31 GMT

FINALLY, a solution to this problem.

I've been working on this problem for almost 4 weeks now, a call to TT customer service yielded no solution, got a case number and everything, been waiting for an update to fix, but nothing until now. A bit frustrated to say the least.

1. What I found out was this SS entry problem only occurred on a return that I transferred/imported last year's (2023) information into. If I just started a new return, the SS entry function in step-by-step worked fine, but what good is that?

2. I did use supporting details in 2023, and I did see that it appeared in the SS form (Social Security Benefits Worksheet), but I didn't know I should have deleted it first and go back to step-by step. Instead I made manual entries in SS form. Everything populated correctly, but step-by-step didn't work. What happened when I tried Update SS, it went to the screen asking about foreign accounts, still did not get the entry screen.

3. I also noted that the SS/Railroad benefits for 2023 box was checked.

4. Deleting the SS form then going back to step-by-step to update SS was best for me. After selecting supporting details and making some manual entries, the SS update still didn't work.

So, if this has been happening for a while (2023 was my first year for SS) now, why hasn't it been fixed? and/or why isn't the solution available to the customer service people when you call in?

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Sun, 05 Jan 2025 16:34:02 GMT

YES tomfive, that is pretty much exactly what I found - except I prefer to DELETE the offending Supporting Details, which is the real culprit.

And once you do that, you can then go back - and the UPDATE Social Security stuff works now.

As for me, I prefer using the UPDATE Soc Sec approach as opposed to filling out the Soc Sec worksheet manually - who knows the side-implications of that process.

[I didn't quite understand the implications of Deleting the Soc Sec worksheet Form at the time but see now that the Form is recreated when going through the normal UPDATE Soc Sec process - and that process does work equally well, or maybe is the best approach.]

And yes, I agree this should have been fixed since, as noted earlier, this was a known problem - but not surprised that your call to TT yielded no results. It just continues to amplify that this Community is the only place to go with TT questions or problems - they have excellent people and support out here.

Thanks to all.

ron is shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

tomfive — Sun, 05 Jan 2025 19:49:40 GMT

Thanks for your reply Ron.

But what was really bothering me was why this issue hasn't come up more frequently, then it dawned on me just now that very few people would need/want supporting details in their SS entry. Most SS recipients only get 1 SS benefit statement (SSA-1099SM) per person per year, and therefore just type in a single number in each box. In my particular case, my wife and I both had mid-year changes, so we each received 2 benefit statements for 2023. We obviously wanted to have a record of each 1099 in case we were audited.

And YES, this community seems to know a lot, just that it was hard to find the specific search question to get a specific answer. In that I never had any problems before with TT (probably a 15+ year user), I didn't even think of coming here for answers, until a friend told me about it. Glad I did!

I agree, thanks to all,

Tom

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

Jack4771 — Fri, 10 Jan 2025 21:36:52 GMT

The 1-11-2025 Update fails to fix the SSA-1099 input problem. When will Intuit fix the problem, since they have known about it for weeks?

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

CatinaT1 — Mon, 13 Jan 2025 23:26:33 GMT

Are you still having this issue?

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Tue, 14 Jan 2025 14:50:03 GMT

Catina-

Well yes - the issue had never been "fixed" by the TurboTax software guys yet.

BUT the 2 workarounds (Delete Supporting Details OR Delete the bad Social Security form, in Forms, which will be replaced) work very nicely - and these proposed fixes are acceptable.

However, the Update Problem is still there as far as I know and as I said, should be fixed.

And yes, I marked one of the earlier posts as the best answer.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

tomfive — Tue, 14 Jan 2025 17:40:44 GMT

Oh BTW, the same thing happens when I tried to enter my property tax. I had supporting details in my 2023 return that was brought over to the 2024 return. I got an initial "let's see ..." screen, and when I clicked on any of the options to enter, it went back the summary screen. My supporting details had the previous topic entries with zero dollars, deleting it made it work OK.

I can't say if the last update fixed either problem or not, after I corrected my current return, I didn't go back to test it on a new return with transferred data. Isn't that is what the TT people should test and tell us?

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

roninshawneeKS — Tue, 14 Jan 2025 18:15:50 GMT

tomfive-

Yes, I am not surprised that this type of problem is showing up in other places as well.

BTW, I LOVE SUPPORTING DETAILS.

But you know, some time back I posted a VERY LONG POST praising Supporting Details and at the same time, COMPLAINING about the lack of consistency in being able to use supporting details in certain situations as well as complaining about the inconsistent way in which supporting details was accessed (clicks, double clicks, right-button clicks, etc.) - probably a couple of years back.

Nevertheless, I still love Supporting Details - just wish they would clean up the operation of its use.

ron in shawnee

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

tlstofleth — Sat, 18 Jan 2025 23:11:16 GMT

I have the same problem which I have seen posted by multiple individuals. Trying to update this SSA field just cycles back to the same point. I have uninstalled and reinstalled the Turbo Tax multiple 3 times with no fix. I have seen no proposed solution that has helped. Please help.

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

tomfive — Sun, 19 Jan 2025 02:43:27 GMT

If you have used supporting details in your 2023 return, and have transferred that data to your 2024 return, this loop back seems to happen. Please see the best solution at the beginning of this thread. maybe the only thing we left out was that you need to delete the supporting details OR the entire "Social Security" forms while in the "Forms" area. I found it easier to delete the Social Security Form. Specifically, when you are in the "Step-by-Step" which is where TT starts and most all of your work in TT is entered, click on "Forms" in the blue area near the top, on the right. The Forms window should open.

Navigate down the left side to the "Social Sec" form, click on it, then go to the Forms drop down menu at the top left and choose "Delete Social Sec". It will ask you to confirm, click on "YES" and the form disappears.

Go back to " Step-by-Step" and try opening the Social Security entry again. It should work now.

(Note that a new Social Sec form will be generated and TT should work again)

Re: CAN NOT UPDATE Social Security - 2024 TurboTax

Sharon 2 — Thu, 30 Jan 2025 21:12:26 GMT

So, I'm confused. Is this an issue with the 2024 Turbo-Tax software, like a bug? I have read the replies above but can't figure out if I am doing something wrong, or this is a bug in the software and you are suggesting a work-around. Deleting forms in Turbo-Tax seems to be a dangerous thing to recommend someone to do.

FYI, my Turbo Tax software is fully updated as of this morning (1-30-25). Please advise. Thanks.