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.

[VolvoGirl · Accepted solution]

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

[norma1929- · Accepted solution]

I must add my Social Security income .

[VolvoGirl]

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