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New Member
posted May 20, 2021 7:38:48 PM

Can I skip this for the time being and move on to the 1099R. I will need a login and password to access my mortgage company.

0 3 406
2 Best answers
Level 15
May 20, 2021 7:40:33 PM

Yes you can jump around.  And Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

New Member
May 20, 2021 9:15:18 PM

I must add my Social Security income .

3 Replies
Level 15
May 20, 2021 7:40:33 PM

Yes you can jump around.  And Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

New Member
May 20, 2021 9:15:18 PM

I must add my Social Security income .

Level 15
May 21, 2021 9:17:35 AM

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button