Easy Step failed when I attempted to enter my Social Security data. All other Easy Step data inputs worked prior to this.

Forum|Forum|1 year ago
March 22, 2025
2 replies
0 views

Easy Step failed when I attempted to enter my Social Security data.

Screen bumped back to "Your 2024 Income Summary" window.

Easy Step fails at this point.

Selecting "Update" does not work. Screen bumps back to "Your 2024 Income Summary" window.

I have used Easy Step all the way to "Retirement Plans and Social Security" with no problems.

I cannot enter my Social Security data. Selecting Save does not help.

Restarting TurboTax does not help. All other data entry using Easy Step prior to attempting to enter Social Security data worked OK.

This is a software issue with TurboTax.

LindaS5247

First try logging out of the program and logging back in. You can also clear your cache and cookies.

Please ‌ for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Make sure to run all updates to your TurboTax Program. Click here for information on manually updating TurboTax.

Then try to enter your Form SSA-1099 by going straight to the SSA--1099 screens as follows:

Click on the search icon in the upper right of your TurboTax screen.
Type "SSA-1099" in the search box
Click on the link "Jump to SSA-1099"

Your screens will look something like this:

Click here for "Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?"

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

jraycjayAuthor

I purchased Turbo Tax for the "Easy Step" feature. I am not a tax expert, far from it.

I was eventually able to manually get through the process, without Easy Step.

I would like to know when Turbo Tax is going to release a software update.

AnnetteB6

Software updates are released toward the end of every week during the tax season. You should be prompted to install updates when they become available, or you can go to Online > Check for Updates at the top of the screen anytime to be sure you have the latest version.

TurboTax Online is automatically updated. There is nothing the user needs to do to have the latest version.

@jraycjay

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"