My spouses retirement plan is thru PERA, she receives no benefits from social security. since I have no SS amount to enter, turbotax will not let me continue....???????

bkgraydon — Tue, 04 Jun 2019 21:09:51 GMT

Retirement pension should be reported on a 1099-R not a S...

macuser_22 — Tue, 04 Jun 2019 21:09:52 GMT

Retirement pension should be reported on a 1099-R not a SSA-1099.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

topic My spouses retirement plan is thru PERA, she receives no benefits from social security. since I have no SS amount to enter, turbotax will not let me continue....??????? in Retirement tax questions

My spouses retirement plan is thru PERA, she receives no benefits from social security. since I have no SS amount to enter, turbotax will not let me continue....???????

Retirement pension should be reported on a 1099-R not a S...