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April 13, 2025
Question

Can you help me? I have never done this before.

  • April 13, 2025
  • 1 reply
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I have 2 Form 1099-R for my retirement and Form SSA-1099. NOW WHAT DO I DO?

1 reply

April 13, 2025

You have to enter all 3 forms on your tax return.

 

You can enter your form 1099-R by following the instructions in this TurboTax Help article.

 

And this is how you enter your form SSA-1099:

 

  1. In TurboTax Online, open your return
  2. Click on Search (magnifying glass icon) at the top right of your screen
  3. In the Search box, enter form SSA-1099 and click Enter
  4. In the search result box, click on Jump to form SSA-1099
  5. TurboTax will take you directly to the section where you can start entering your form SSA-1099.
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