To add
benefits from the Social Security
Administration Form SSA-1099 (before filing):
1. Sign In or Open TurboTax
2.
Select "Take me
to my return" (Online)
3.
Select “My
Account" on top right of the screen (Online)
4. Click on "Tools" (Online)
5. Go to "Topics
Search" (Online) or "Search Topics" in the
top center of the screen (Desktop)
6.
Type "SSA-1099" and
press "enter" to add a SSA-1099.
To add a Form 1099-R:
1. Sign In or Open TurboTax
2. Click on "Take me to my
return" (Online)
3. Select "My account" on
top right of screen (Online)
4. Click on "Tools" (Online)
5. Choose "Topic
Search" (Online) or "Search Topics" (Desktop)
6. Type "Form
1099-R" and push "go" (Online) or "ok"
(Desktop) to continue through the 1099-R interview.
To
add a W-2 (before
filing):
1. Sign
In
or Open
TurboTax
2.
Select "Take me
to my return" (Online)
3.
Select "My Account" on
top right of the screen (Online)
4.
Click on "Tools"
(Online)
5.
Go to "Topics
Search" (Online) or "Search Topics" in
the top center of screen (Desktop)
6.
Type "W-2" and
press "enter" (Online) or "ok"'
(Desktop)
7.
Select "+Add
a W-2" on your "W-2 info" screen (Online)
or the "Here's your W-2 info" screen in Desktop to
add your W-2.
