topic Re: SSA-1099 forms disappeared in Retirement tax questions

SSA-1099 forms disappeared

ncooksonjr — Tue, 24 Mar 2026 18:02:41 GMT

I have home & business 2025. I entered the data from our SSA-1099 some time ago but now when I select update on Social Security (SSA-1099, RRB-1099) I get the first panel asking if we lived abroad (we both answer no) and press continue and it as though I pressed the back button. I expected another panel that would lead us to the SSA-1099 forms. Is this a bug?
Looking through the list of forms I see no SSA-1099 forms. Not sure if they should be there. I do see a social security benefits worksheet.

Is there a way to recover from this?

Re: SSA-1099 forms disappeared

DoninGA — Tue, 24 Mar 2026 18:06:06 GMT

When in Forms mode, delete the Social Security Benefits Worksheet. Then go back to the interview and enter the SSA-1099 again. If you are filing as Married Filing Jointly and you both received a SSA-1099, then on the screen asking if you lived in any of the countries listed, make sure that you answer NO for each of you.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Re: SSA-1099 forms disappeared

ncooksonjr — Tue, 24 Mar 2026 18:13:11 GMT

that worked. thanks