How do I auto import income documents for 2025 from those I had in 2024

[petegilreath40]

Import 2025 1099Rs and SSA1099

[DoninGA · Accepted solution]

A SSA-1099 cannot be imported, it has to be entered manually.

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

To enter, edit or delete a form 1099-R -

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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info click on Connect