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Steve971
Returning Member

SSA-1099

I've been a Turbo Tax customer for over 20 years now, and good or bad, I enter all my data thru the form's screens on the Windows version.

Since retiring, I have needed to enter SSA-1099 form data into my return.  I have long since learned that you can enter the form numbers via the scripted/prompted dialogs to enter this income.  Not by picking SSA-1099 from the Forms screen.

My question is:  Why on earth do I have one income source that comes to me in a standard government form that has to be entered differently into Turbo-Tax???   Every year I hope that Intuit will fix this anomaly for the next tax year but am greatly disappointed every time.  Please give me a reasonable answer, other than "Thats the way it was written"!

 

5 Replies
macuser_22
Level 15

SSA-1099

There is no actual SSA-1099 form in TurboTax to enter the data into.   TurboTax only  has IRS tax forms that are approved.  The SSA-1099 is not an IRS tax form, it is provided by the Social Security Administration and is not part of a tax return, but the information from it must be reported on various tax forms.

 

The data entry screen in the interview mode places the data on various forms.  The line 1 amount goes on the 1040 form line, 6a, the line 2 withholding tax goes on the Tax Payments Worksheet line 16 and the medical payments (if any) go on Schedule A.

 

To enter data in the forms mode requires knowing where the data goes so it is really intended for viewing data and trouble shooting.  

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
VolvoGirl
Level 15

SSA-1099

And you really shouldn't enter directly into the forms  mode.  That may prevent you from Efiling and invalidate the guarantee.   

Steve971
Returning Member

SSA-1099

Thanks.   At least that is a plausible reason.   Wish it was not that way, but OH Well!

Appreciate the reply!

Mike9241
Level 15

SSA-1099

@VolvoGirl And you really shouldn't enter directly into the forms  mode.  That may prevent you from Efiling and invalidate the guarantee.   

 

while true for the online versions it is not true for the desktop versions if using forms mode (the entries actually go into the Turbotax worksheets and are carried to tax forms and schedules), it is also true for the desktop versions if using step-by-step mode and making direct entry into the IRS forms or schedules.  

for the desktop versions in forms mode to get to the Social Security worksheet just type "social" in the search box

 

 

 

 

 

 

VolvoGirl
Level 15

SSA-1099

@Mike9241  Huh?  I was only speaking about the Desktop program.   The Online version doesn't even have a Forms mode.  

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