2025 SSA-1099 Update

[user17695294071]

Still cannot enter 1099-SSA into TurboTax 2025 Deluxe (Update Box doesn't function). Can't find any status from TurboTax or acknowledgement of problem.

[DoninGA]

@user17695294071 Have you tried going to Forms and deleting the Social Security Benefits Worksheet?

[user17695294071]

Thanks - I couldn't figure out how to delete the SSA worksheet. I deleted the Box 5 supporting details sub-worksheet that had carried over from 2024 and was able to enter the Box 5 amounts directly into the worksheet and that seems to have worked.

[user17702429910]

I tried to enter my SSI info from my SSA 1099, but it is not compatible with TT format.  Is that getting fixed anytime soon? 

Thanks

[DoninGA]

@user17702429910 you are probably entering the SSA-1099 in the wrong section of the program.

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

[Dennis361]

I am using Turbo Home & Business 2025. I am a in the US. I have never had any Canadian Retirement Distribution. When I want to input my Social Security 1099 the program defaults to either taking me back to the income summary page or if I select "visit all" for retirement income it starts a Canadian Retirement page. I cannot find any SSA-1099 forms in my file.(2/10/2026)

[RogerD1]

If you go to the Canadian retirement summary page, you can click the small trash can icon to the right of the pencil icon, then click Yes on the pop-up that shows up to delete the Canada RRP Wks, then click Continue, you will get taken back to the 2025 Income Summary page, where you can scroll down to Social Security under Retirement Plans and Social Security and click Start or Update.

[DVWSr]

There is NO where to enter information for the 1099-SSA. The input "button" only returns back to the same pages and does not allow for any input.  I have been using TT for over 20 years and this is the FIRST time I was not able to begin my taxes in mid February.

[DoninGA]

@DVWSr 

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

Are you using the TurboTax online web-based editions or the TurboTax desktop software installed on a personal computer?  If desktop which OS, Windows or Mac?

When you follow the procedure, what happens when you click on the start, update or revisit button

[DVWSr]

I have done as you indicated several times and the program simply does not bring up any input forms. It simply returns to the Federal summary page which is where I began. 

I am using Windows 11 home, with TT Deluxe 2025.  I have all the latest updates for Win11.  

[DoninGA]

Ok...Try this.

Click on Forms in the upper right of the desktop program screen.

When in forms mode, see if there is a Social Security Benefits Worksheet listed on the left side (Social Sec).  If there is, click on it to open.  With the worksheet opened click on Delete Form at the bottom of the page.

Go back to the interview (Step-by-Step) and try entering your SS benefits again.

If the above does not work or is not shown, then try this -

Save your tax return.  Close the TurboTax program

Right click on the TurboTax icon

Click on Properties

Click on the Compatibility tab

Check the box Run this program as an administrator

Click on Apply and then on OK

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

[DVWSr]

Thank you, that allows the step by step method to move forward. 

issue resolved