topic SSA-1099 missing unable to enter TT Premier in Retirement tax questions

SSA-1099 missing unable to enter TT Premier

sajake — Mon, 24 Feb 2025 16:04:23 GMT

SSA-1099 missing unable to enter TT Premier

Re: SSA-1099 missing unable to enter TT Premier

DianeW777 — Mon, 24 Feb 2025 16:15:23 GMT

Please clarify it is being entered in the Step-by-Step process. If not, be sure to use that and follow the steps below.

All SSA-1099 forms get entered in the same place:

Open (continue) your return in TurboTax.
In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
- If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
- Don't include SSA-1099s for dependents. Those should be reported on the dependent's return, but only if they are required to file a return (this is uncommon).
Select Continue and follow the on-screen instructions.

If you have additional questions or are unable to enter your form please use the steps below if you choose.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

Re: SSA-1099 missing unable to enter TT Premier

sajake — Mon, 24 Feb 2025 16:26:50 GMT

I tried both Step by step and searching forms... no SSA-1099

Re: SSA-1099 missing unable to enter TT Premier

BillM223 — Tue, 25 Feb 2025 15:45:42 GMT

OK, let's try a different way...

Navigate to Wages & Income->Retirement Plans and Social Security->Social Security (SSA-1099, RRB-1099), then check that you had Social Security and enter the numeric amounts.

Note the navigation above is from the CD/download product, but the Online product should be similar.

Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 00:05:18 GMT

I also have that problem. And when attempting to open the search bar, just get "Connecting you to Digital Assistant..." with the spinner. Does not get to a point where I can enter "the term Social Security benefits"

I uninstalled Turbotax Premier, reinstalled, updated and still the same situation. Unable to proceed.

Re: SSA-1099 missing unable to enter TT Premier

SharonD007 — Wed, 26 Feb 2025 00:11:01 GMT

If you are trying to enter or change your Social Security Income, review the TurboTax Help article Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1? for navigation instructions.

If you still need help, reply back.

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 00:23:04 GMT

Seems to be right there in the Menu (for the desktop users)

.......BUT...is the actual problem, you may be experiencing, one where you hit the Start (or Update) button on that menu line....but it ends up dumping you back in the menu??? That's a different software bug not yet fixed...but a workaround exists until they get it fixed (IF they ever do....2 months now and counting).

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Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 00:23:29 GMT

Desktop search does not function. Unable to "Jump"

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 00:26:27 GMT

Don't jump...just "I'll choose what I work on" and use the menu

Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 00:26:54 GMT

Yes, when clicking on the Update button to enter SSA-1099, it just ends up displaying the same screen again.

Really need Intuit to step up the pace of fixing the bug.

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 12:01:34 GMT

@kjl

OK...that's a different Known bug for the desktop software.

.....Hope to H.E.doublehockey sticks it's being worked on.

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That error tracks to the fact that you used a Supporting Details (SD) worksheet in a prior year for at least one of the fields on the SSA-1099 form worksheet that TTX uses in the background.

AND this year's BIG BUG is that it screws up the interview....dumping you back to the interview menu.

The workaround solution is to switch to Forms Mode, and enter your SSA-1099 data into lines A, B, C, D, E in the Soc Security benefits worksheet. As you enter that data (lines are labeled as to what boxes are used), you should find that one or more of the entries has an SD sheet attached to it. If you delete every SD sheet, you should get access to it in that interview again. When you first open the SS Benefits worksheet in Forms Mode, one or more of the lines for A,B,C,D,E will have a 0. in it...that line has an SD sheet. As soon as you try to enter a $$$ amount on that line, the SD sheet will pop up if there is one. (yeah, line C is probably blank for most people)

I suggest deleting any SD sheet you find, if you don't need it this year

Stinks....but that's the workaround.

Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 00:47:38 GMT

I'll attempt that in the morning.

Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 00:48:58 GMT

And Thanks!

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 00:49:28 GMT

Yep....time to switch off for some of us in the Eastern time zone, and chill down for an hour, so we can sleep.

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 12:06:00 GMT

I edited some of my text above...in the middle of the night, I remembered that when you are in Forms Mode, when you first open the Social Security Benefits worksheet...any of the fields for lines A,B,C,D,E on that sheet that have and SD worksheet attached to it? ....Those lines will have a 0. on it. That's because the SD worksheet transferred in from last year, but it is empty of any $$ value right now......at least until you enter something in it

Re: SSA-1099 missing unable to enter TT Premier

kjl — Wed, 26 Feb 2025 20:23:01 GMT

Thank you so much SteamTrain!

Your last message was on point and got me through entering in the SSA-1099 entries.

Proceeding now to move through the rest of the entries...

Re: SSA-1099 missing unable to enter TT Premier

SteamTrain — Wed, 26 Feb 2025 20:31:45 GMT

Yeah, I tested the issue this morning by creating a test 2023 tax file with SD sheets in the SS Benefits worksheet.

Then transferred that into a new 2024 tax file...and the same thing happens...the software kicks me back to the menu when using the interview.

I "seem" to recall it might happen in one other area too....like maybe Property Taxes (those not on a mortgage 1098 form)...but my memory is hazy after reading thousands of posts here

Re: SSA-1099 missing unable to enter TT Premier

njpostjr — Sun, 13 Apr 2025 06:33:05 GMT

I do not get a Social Security Benefits form on my list of forms. And yes, I did try to hit the UPDATE and it brought me back to the same screen as others have noted.

Re: SSA-1099 missing unable to enter TT Premier

njpostjr — Sun, 13 Apr 2025 06:36:46 GMT

Has anyone found a fix or work around for this problem? I am running out of time to finish my taxes. Please help!!

Re: SSA-1099 missing unable to enter TT Premier

BillM223 — Wed, 16 Apr 2025 03:40:19 GMT

What specifically are you unable to do? There is more than one issue above, and I want to make sure that we address your issue.